The "Getting Started" webinar series allows new subscribers to get a feel for how the Fi360 Toolkit for Advisors is currently used in the industry. Each session focuses on a particular use case and shows you step-by-step instructions on how to apply the Fi360 Toolkit at your firm.
**PLEASE NOTE: If there are no attendees logged in within the first 15 minutes, the webinar session will be cancelled.
|Creating Clients and Researching Funds with the Analyzer||First Tuesday of the month|
|Establishing Plan Expectations and Monitoring Funds||Second Tuesday of the month|
|Building Recommended Fund Lists and Utilizing Custom Criteria||Third Tuesday of the month|
|Winning New Business with the Proposal Generator||Fourth Tuesday of the month|
|The Basics of Building Asset Allocation Models||Fifth Tuesday of the month (when applicable)|
Sessions take place on Tuesdays at 3:00PM EST. Register for this webinar by clicking this link.