Growth goal training webinars

Free webinars are available every Tuesday morning covering the following topics:

  • (09:30am - 10:00am) Getting started – Learn how to add client’s, create ‘Growth’ goals and risk profile your clients.
  • (10:15am - 11:00am) Researching platforms, products and investment solutions - Understand how to carry out fast, effective research on all aspects of your research.
  • (11:15am - 11:45am) Adding valuations and reviewing client’s existing investments – Discover how to add valuations and review client’s existing plans.

To get booked onto a webinar please call 01844 295544 or email customersupport@defaqto.com.

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