Webinars
Register now for our upcoming CPD accredited training & webinars.
Online Account
Origination
Special Hosted Webinar
CPD Accredited – 1.00 hours
We will cover the following:
- Trading & ACA Product Information
- Online application for Trading & Cash
- Benefits & Rework reasons
- Electronic Customer Verification
- Managing & Tracking applications
Join us for an in depth demonstration of
our Online Account Origination process.
Thursday, 27th February
10:30am - 11:30am (AEDT)
Advanced Trading Capabilities
When: Thursday, 20th February 2020
Time: 2:00pm - 2:45pm (AEDT)
Join us for an in depth display of advanced trading capabilities.
CPD Accredited – 0.75 hours
We will be covering the following:
- Multi-Line Trading Functionality
- Conditional Orders
- Managing Orders
- DayBook and Reporting
Cash Solutions and Website Capabilities
When: Tuesday, 10th March 2020
Time: 2:00pm - 2:45pm (AEDT)
Join us for an in depth demonstration of our Cash Solution & Online Capabilities.
CPD Accredited – 0.75 hours
We will be covering the following:
- ACA and Netbank product information
- Client and Account Administration
- Transacting: Funds Transfer, Bpay, Scheduled Transfers
- Batch Fee Collection
Introduction to Market Research
When: Thursday, 12th March 2020
Time: 10:30am - 11:15am (AEDT)
Join us for an introduction to our core complimentary Market Research.
CPD Accredited – 0.75 hours
We will be covering the following:
- Research Provider Overview
- Market, Company & Sector Research Navigation
- Creating Watchlists and Alerts
- Recommendations and Calendar tools
If you would
like
to know more about our Webinar Suite
About Training & Engagement
Our Training and Engagement Program offers service and support to adviser businesses through:
Platform education
Education will ensure you and your staff are aware of the functionality and efficiencies
available to you through our platform.
Access to webinars
We’ll organise interactive webinars on topics that advisers value and are interested in
hearing
about, such as recent website enhancements, products and processes
Presentation and support materials
The presentations and support materials used during your session will be provided to you and
staff to use.
Face to face or virtual training
Choose the training format that best suits your needs, either through an online meeting or a
face
to face session in your office.
Tailored transition plan
With an individualised and catered focus on your needs, we work with you to develop a
transition
plan that best suits you. Learn more about our Transition Service.
Tailored & On-going support
We’ll offer support specific to the needs of you, your staff and your business. If you have
further training needs in the future you can continue to arrange appointments with our team.
Meet our Team
Our team will work with your Business Development Manager to understand the operational demands and needs
of
your business, to deliver an appropriate and tailored level of service and support.
Kristina Italiano
Team Leader
Karina Cenidoza
Relationship Training Manager
Carlie Azar
Relationship Training Manager
Shae
Ross
Relationship Training Manager