New mandatory compliance training : Anti-Money Laundering and Terrorism Financing
2023-06-28
A new mandatory compliance training, on money laundering and terrorism financing, is now available here.
Category: New course
Morningstar webinar
2023-04-28
Our webinar on Morningstar Advisor Workstation is now available here.
New compliance training : Liquid Alternative Funds
2023-03-14
A new optional compliance training, on alternative liquid funds, is now available here.
New mandatory compliance training : Confidentiality Incidents
2023-02-01
A new mandatory compliance training, on confidentiality incidents, is now available here.
New Compliance Tools webinar
2022-10-03
The recording from our New Compliance Tools webinar of September 27th 2022 in which we show demo our new compliance tools for advisors is now
Add a new course category “Webinar”
2022-08-01
At the request of many offices, the “Webinar” category is now available under My Courses, to help you filter trainings that we recorded live as
New training : Akila transactionnal
2022-07-19
Our Akila training explaining how to be autonomous and transactional is now available. This training covers from data entry to procedures after an update or
New training : Winfund transactionnal
2022-05-09
Our Winfund training explaining how to be autonomous and transactional is now available. This training covers from data entry to procedures after an update or
Portfolio Aid Training Webinar
2022-05-06
The recording from our Portfolio Aid training webinar of May 5th 2022 in which we show demo of our KYP monitoring tool, Portfolio Aid, has
