training webinars

Explore our training webinars

Unlock the full potential of your 360 Lifecycle subscription with our training webinars. View the full list below and click on the sessions you would like to attend.

June

Client Portal

June 17th, 14:00-15:00
Hosted by Kieren Pace

FactFind & Recommendation Report

June 25th, 11:00-12:00
Hosted by Kieren Pace

Reporting (incl. Performance Explorer & TCF Questionnaire)

June 30th, 14:00-15:00
Hosted by Kieren Pace

July

Automated Workflow & Event Triggers

July 4th, 10:00-11:00
Hosted by Kieren Pace

Reporting (incl. Performance Explorer & TCF Questionnaire)

July 9th, 14:00-15:00
Hosted by Kieren Pace

Client Portal

July 29th, 10:00-11:00
Hosted by Kieren Pace

Our training webinars will be returning

Bringing you fresh insights, valuable updates, and practical tips to support your growth and success. Stay tuned for more details, including the full schedule and registration information. We look forward to seeing you in the next webinars!

Empowering financial advice journeys

with 360 Lifecycle