Compass Advice Builder 9 CDF Demonstration

CPD Points: 1.00
REGISTER

What is this webinar about?

Ahead of Compass’ new CDF wizard release, we are delighted to present a webinar to demonstrate its functionality. During this GoTo Meeting, the Advice Technology team will take you through:
- Accessing and entering data into the new CDF
- Merging the Fact Find document for single, joint and related entities
- Branding options
We encourage all Compass users and our wider adviser network to join us for this webinar.

Suitable for: financial advisers, paraplanners and support staff

*Please note all webinars are in Australian Eastern Standard Time

 

  • 2:00 pm - 3:00 pm
    1.00 CPD Point
    REGISTER