Live webinar sign-ups

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.

Topic Schedule
Building Recommended Fund Lists and Utilizing Custom Criteria First/Fifth Tuesday of the month
Creating Clients and Researching Funds with the Analyzer Second Tuesday of the month
Establishing Plan Expectations and Monitoring Funds Third Tuesday of the month
Winning New Business with the Proposal Generator Fourth Tuesday of the month

 

Sessions take place on Tuesdays at 3:00PM EST. Register for this webinar by clicking this link.

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