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Live Webinar Training

training

We offer a range of online webinar sessions to suit new & existing customers

 

Training Webinars

A 2-part session designed to help new and existing Cashflow users. Learn the basics of using FinCalc Cashflow including Company Settings general navigation, creating your first Cashflow with Scenarios and Reviewing your Charts/Reports.

Session Length: 2 x 45 minute sessions, run on the same day consecutively with a short break between each session.

Schedule: (Showing the start times of Sessions 1 and 2 respectively)

  • Wednesday 1st June - 2pm/3pm
  • Friday 17th June - 10am
  • Tuesday 28th June - 2pm

Session Content Summary: Download HERE

A 3 part starter session designed to help Transvas users.  Learn the basics of using Transvas including general navigation, creating a case and producing your reports.

Session Length: 3 x 40 minute sessions, run on the same day with a short break between each session.

Schedule (Showing the start times of Sessions 1, 2 and 3 respectively):

  • Available on request

Session Content Summary: Download HERE

Within this session we will provide an overview of the Client Set-up, the process of completing the Retirement Modeller and reviewing the Results

Session Length: 30 mins

Schedule: 

  • Monday 30th May - 10am
  • Monday 13th June - 2pm
  • Thursday 30th June - 10am

Session Content Summary: Download HERE

A 2 part session designed to provide an overview of the FinCalc Client Portal set-up, the process of inviting your clients to the portal, sending documents, messages and links, and reviewing the submitted information. We will also cover the clients view of the Portal.

Session Length: 2 x 30 minute sessions, run on the same day consecutively, with a short break between each session.

Schedule: (Showing the start times of Sessions 1 and 2 respectively)

  • Friday 27th May - 2pm/ 2.40pm
  • Monday 6th June - 10am/ 10.40am
  • Tuesday 21st June  - 2pm/ 2.40pm

Session Content Summary: Download HERE

Within this session we explore the Growth Sets, Assumption Sets and controlling who can override these assumptions.

Session Length: 45 mins

Schedule: 

  • Wednesday 1st June - 10am
  • Tuesday 14th June - 2pm
  • Monday 27th June - 10am

Session Content Summary: Download HERE