REGISTRATIONS NOW CLOSED - SEE NEXT AVAILABLE DATES BELOW - Good practices on wraps & subplans - intelliflo office - Bitesize™

Description

Welcome & Introduction

- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD

Agenda to Include: -
- What is the definition of a Wrap in IO?
- Adding a wrap
- What is the definition of a Sub Plan in IO?
- Adding a Sub Plan
- Viewing Wraps and Sub Plans
- Adding existing plans to an existing Wrap (Linking plans)
- Removing existing plans from a Wrap (unlinking plans)
-How to record a withdrawal accurately
- *How to record the transfer of money correctly in IO, to avoid double counting pulling through to Valuation (Portfolio) Reports
- Good practices, hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Other recommended resources to help you get more from IO
- Thank you for attending & Close

Updated 4.8.21
*Please note, we cover the movement of money element on the top up course also, as relevant in both situations and often can get missed.


Please refer to the high level Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, you can copy and paste the url into a new browser tab below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

Please look out for your Certificate of attendance which goes out automatically from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training

© Informed Training 2021. All rights reserved 2021
Please refer to our Terms of Service - https://informedtraining.co.uk/wp-content/uploads/2021/02/IT-Terms-of-Service-25.2.21.pdf


Date and Time
No. Start Date End Date
1 Thu, Sep 23, 2021 9:30 AM BST Thu, Sep 23, 2021 10:30 AM BST

Price: £35.00Training Ended