Category: New course

Our new training, External Tools & Partners is now available. This training covers Investor POS, DocuSign, FundServ and Morningstar Advisor Workstation.

A clip from our Compliance Forum event of November 30th 2021 in which we show a small demo of our KYP monitoring tool, Portfolio Aid,

Watch our webinar and learn how to maximize your usage of social media platforms to develop your business practice.

Our Univeris training explaining how to be autonomous and transactional is now available. This training covers from data entry to procedures after an update or

Our mandatory training on marketing and the use of professional titles is now available.

Our mandatory training on the new KYP regulation and the suitability of clients accounts is now available. The training is available here.

A tutorial to help you guide your clients on our new interface for MyPEAKonline is available!

Our mandatory training on the new PEAK KYC form and the management of vulnerable persons accounts is available. This training is mandatory.

Our training from July 8th 2021, on managing conflicts of interests is available. If completed previously, it is not required to complete it again.

A new optional training on the tools and support services provided to PEAK advisors is available.