We are happy to introduce to you the new online group training courses that are now available on Investia Learning.
The Benefits of XPRESSuite (Part I) – Account and Plan Creation
This training is intended for those who want to master AccountXPRESS in order to benefit from a simplified process for creating clients and plans. It will demonstrate, among other things, how you can quickly create accounts that meet regulatory and operational requirements as soon as you have completed their entry.
The Benefits of XPRESSuite (Part II) – Transaction Entry
This course is designed for those who want to increase their proactivity by using the integrated transactional supervision in OrderXPRESS. The focus will be on verifying the suitability of transactions and sharing the fund Fund Fact sheet before submitting transactions, as well as generating pre-populated forms.
Transferring a Client-Name Account to an Investia Nominee Account
If you wish to familiarize yourself with the process of transferring client-name accounts to Investia nominee accounts, this one is for you. We will discuss the benefits this represents for your clientele, as well as the considerations for conducting transfers in a simple and easy way.
Please note that these new courses will be added to others offered on Investia Learning.
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How to Register? |
Should you have any questions or wish to share feedback about the learning centre, please email us at learning@investia.ca.