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Now you can get the
most out of Office Edition with our new online course. The
course is led by expert instructors via conference call and
allows you to view the training presentation from your PC.
This course is designed for new subscribers. From the many
possible work flows, you'll trace one Workstation sequence
that integrates investment selection, client assessment, portfolio
management, and client communication. You'll use Research
functions to isolate a group of investments, quickly assess
them, and save them in a list. Next, you'll create a client
file, build a portfolio using funds in the research list,
and generate a snapshot report for the client. Finally, you'll
apply goal planning and asset allocation models to help your
clients best understand your suggestions. After this session,
you'll be comfortable using the essential tools in Workstation.
To schedule your training, contact Jim Murphy at 020 3107 0017
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