Upcoming Onsite Training Workshops
Get the most from Voyant. Join us for an in-depth one day workshop. Classes are designed to complement and expand significantly on our continuing programme of webinars and are suitable for Voyant users at all levels of experience.
2012 is fast approaching and RDR is just over a year away. As an added incentive to get started on your transition, Voyant has dropped its training costs between now and July 2012 to just £50.
Scenario Building and Lifestyle Planning
Use Voyant to illustrate and resolve a variety of lifestyle planning needs. Learn how to model client cases and enhance financial planning through the use of what-if scenarios, interactive content and simulations. Many of the software's features, basic to advanced, are explained and tips offered for effective client presentation.
Build an Interactive Practice Using Voyant @Home
Learn how Voyant @Home, our new client facing application, can help you add value to and enhance your client relationships. We will demonstrate how Voyant @Home will enable you to share and review plans with clients, how it can be used as a fact finding tool, and even as a web based service to drive traffic to your website.
Training in a Workshop Format
Courses are presented in an informal, hands on, workshop format where attendees are encouraged to participate and work collaboratively with other delegates. Attendees are also encouraged to bring their laptops. Time will be made available for one-to-one sessions with the trainers and training materials will be provided.
All Experience Levels Are Invited to Attend
Training will be structured to move from basic scenario building in the morning to more advanced cases in the afternoon, accommodating both new and advanced users.
