Advice Builder 9 Webinars

Knowledge Areas: Compass, SoA, Risk SoA, Xplan, RoA, Advice Builder

The new Compass Full Advice Builder will be launching on 13 August!

As part of the launch, the Advice Technology team will be running 5 variations of Training Webinars rotating daily over a 3-week period covering functionality and case studies.

You can view available Webinars sessions below.

Full Advice Builder Wizard Demonstration

Ahead of Compass’ new Full Advice Builder Wizard release, we are delighted to present the following Webinar to provide a summary of the changes that will be introduced.

During the GoToMeeting, Ruilin Huang will showcase the following:

• Setting up your Adviser Favourites
• Group setup and customisation options
• New features and benefits introduced in the Wizard

Session available:

• Tuesday, 14 Aug 2018, 2:30 pm - 3:30 pm REGISTER

Full Advice Builder SoA Functionality Overview


This Webinar will demonstrate how to produce a Statement of Advice using Compass’ new Full Advice Builder Wizard. The session will take you through:

• CDF Wizard integration
• Setting up Adviser Favourites
• Detailed run-through of Wizard functionality

Sessions available:

• Wednesday, 15 Aug 2018, 2:30 pm - 4:00 pm REGISTER
• Wednesday, 22 Aug 2018, 2:30 pm - 4:00 pm REGISTER
• Wednesday, 29 Aug 2018, 2:30 pm - 4:00 pm REGISTER


Full Advice Builder Risk-Only SoA Functionality Overview


This Webinar will demonstrate how to produce a Risk-Only Statement of Advice using Compass’ new Full Advice Builder Wizard. The session will take you through:

• CDF Wizard integration
• Detailed run-through of Wizard functionality
• Incorporating Risk Researcher modelling

Sessions available:

• Thursday, 16 Aug 2018, 2:30 pm - 3:30 pm REGISTER
• Thursday, 23 Aug 2018, 2:30 pm - 3:30 pm REGISTER
• Thursday, 30 Aug 2018, 2:30 pm - 3:30 pm REGISTER


Full Advice Builder RoA Functionality Overview


This Webinar will demonstrate how to produce a Record of Advice using Compass’ new Full Advice Builder Wizard. The session will take you through:

• CDF Wizard integration
• Detailed run-through of RoA Wizard functionality
• RoA-specific options within the Wizard

Sessions available:

• Friday, 17 Aug 2018, 2:30 pm - 3:30 pm REGISTER
• Friday, 24 Aug 2018, 2:30 pm - 3:30 pm REGISTER
• Friday, 31 Aug 2018, 2:30 pm - 3:30 pm REGISTER


Full Advice Builder Case Study – Client & Partner


Using a case study, the Advice Tech Team will present a best-practice approach to produce a comprehensive Statement of Advice using Compass’ new Full Advice Builder. The scenario will take you through:

• Insurance replacement
• Super rollover
• Cashflow projection

Sessions available:

• Monday, 20 Aug 2018, 2:30 pm - 4:00 pm REGISTER
• Monday, 27 Aug 2018, 2:30 pm - 4:00 pm REGISTER
• Monday, 03 Sep 2018, 2:30 pm - 4:00 pm REGISTER


Full Advice Builder Case Study – Client, Partner & Related Entities


Using a case study, the Advice Tech Team will present a best-practice approach to produce a comprehensive Statement of Advice using Compass’ new Full Advice Builder. The scenario will take you through:

• Insurance replacement
• Super rollover
• Direct investment recommendation
• Cashflow projection
• Include Related Entities

Sessions available:

• Tuesday, 21 Aug 2018, 2:30 pm - 4:00 pm REGISTER
• Tuesday, 28 Aug 2018, 2:30 pm - 4:00 pm REGISTER
• Tuesday, 04 Sep 2018, 2:30 pm - 4:00 pm REGISTER