We are delighted to be able to restart our face to face group training sessions, held in Moorgate each month. The cost for these is £120 per person for the Introductory sessions or £100 per person for the Advanced sessions. Refreshments and lunch will be provided at both sessions. We can accommodate up to 8 people on each session.
The Introductory sessions are aimed at new Voyant users, or users who are new to Adviser Go. During the session we build a case study which has been designed to give you a thorough understanding of how to build a base plan and what if scenarios, run Insights and generate reports in Adviser Go. These are hands on sessions, so you may bring a laptop and build a plan live with the trainer.
The Advanced sessions are aimed at existing users who would like to focus on some of the more advanced features in the software, such as modelling decumulation strategies or estate planning. These are faster paced sessions and to gain the most benefit you should already have a good understanding of the software.
Dates:
Introductory session:
Wednesday 6 April 10am to 3pm (lunch included)
Tuesday 10 May 10am to 3pm (lunch included)
Wednesday 15 June 10am to 3pm (lunch included)
Advanced sessions:
Wednesday 20 April 10am-1pm (followed by buffet lunch)
Tuesday 24 May 10am – 1pm (followed by buffet lunch)
Wednesday 29 June 10am – 1pm (followed by buffet lunch)
To register interest, please email support@planwithvoyant.com
If you would prefer to book a session in your own office, we are continuing to offer our in-house training sessions at the cost of £500 per half day, where one of trainers will tailor a session to meet the needs of your team.