Best Practice - File Note Session

Best Interest Guide

Introduction to AdviceOS

Introduction to AdviceOS for New Users (Midwinter Video library) Completion time - 54 min

Income Protection Insurance cover

This is a mini Insurance course about Income protection. In this training module you will learn about different features relevant to IP and how you use that in practical scenario. Completion time - Approximately 15 minutes

Total Permanent Disability Insurance cover

This is a mini Insurance training course regarding Total & Permanent Disability Insurance cover. Trainer - Jamie Julia Target completion time - Approximately 10 minutes

Macquarie - Change of Account Fee form (Adviser ad-hoc fee)

This is mini training course, which will provide you understanding on how to complete Macquarie Change of account fee application form to charge Ad-hoc adviser fee. Completion time approximately - 5 minutes