We are happy to present the different online group training courses available for the next two months on Investia Learning (How to Register?).
*NEW* A Discovery of Available Reports
This session is the perfect opportunity to explore the key reports available on our various platforms. If you have not started using them yet, you will see how incorporating them into your daily routine will provide you with quick access to the crucial information necessary for effectively managing your operations.
*NEW* AWDs… from A to Z!
This session is intended for those who wish to deepen their understanding of automatic withdrawal deposit (AWD) processing and the applicable tax implications in certain cases.
*NEW* Improved Efficiency Through the XPRESS Suite
What is XPRESS Suite? An easily accessible, structured solution that enables you to meet requirements related to account openings and transactions right away. This training is a perfect opportunity to master the simplified process of creating clients and plans with AccountXPRESS, and learn how to use OrderXPRESS to enhance your efficiency through integrated transactional supervision.
*NEW* Nominee Fee-Based Account Offer and PureFees
This training is the perfect opportunity to master the nominee fee-based offer, as well as the PureFees system. By the end of this session, you will not only be able to explain the offering in detail to your clients, but to create and modify fee groups and assign fee schedules, based on a spot or tiered rate.
Continuing Education (CE) Credits
We have recently revisited and improved our approach so that our online group training sessions now meet the accreditation requirements of both CIRO and CSF. This enhancement required extending the duration of the sessions from 45 to 60 minutes.
If you have any questions or would like to share your suggestions for topics to be covered during our upcoming trainings, please email us at learning@investia.ca.