Training & Engagement

Join us for an in depth demonstration of our Online Account Origination process.

CPD Accredited – 1.00 hours

New online application sessions, covering:

• Trading and ACA Product Information
• Online application for Trading and Cash
• Electronic Customer Verification
• Benefits and Rework reasons
• Managing and Tracking applications

Join us for an introduction to the core trading capabilities available to you.

CPD Accredited – 1.00 hours

The webinar covers the following:

• Product Overview
• Single Stock Trade and Holding Screen
• Account Reporting and Statements
• Managing Open Orders

Join us for an in depth display of advanced trading capabilities.

CPD Accredited – .75 hours

The webinar covers the following:

• Multi-Line Trading Functionality
• Conditional Orders
• Managing Orders
• DayBook and Reporting

Join us for an introduction to our core complimentary Market Research.

CPD Accredited – .75 hours

The webinar covers the following:

• Research Provider Overview
• Market, Company and Sector Research Navigation
• Creating Watchlists and Alerts
• Recommendation and Calendar tools

Join us for an in depth demonstration of our advanced Research Tools available to you.

CPD Accredited – .75 hours

The webinar covers the following:

• Interactive Charting
• Equities and ETF Stock Screeners
• End of Day Pricing
• Company Trading Ideas and Comparison

Join us for an in depth demonstration of our Cash Solution & Online Capabilities.

CPD Accredited – .75 hours

The webinar covers the following:

• ACA and Netbank product information
• Client and Account Administration
• Transacting: Funds Transfer, Bpay, Scheduled Transfers
• Batch Fee Collection