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Training
 
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Client Management
Planning
Advanced Planning
Templates
Our goal is:
"To provide clients who use ASSIRT Software products with the confidence and skills they need to enhance their business through efficient use of our practice management solutions."
ASSIRT Software's Implementation Team provides learning solutions relevant to both your business and specific role within your organisation. We recognise that different people respond to different teaching methods so we have structured a training strategy to support this.

Our team of experts come from various business backgrounds, bringing together a complementary skill set that ensures an holistic approach to meeting your business needs.

We strongly urge all ASSIRT Software clients to consider our training programs to maximise the value gained from our products and services.
 
Take advantage of our tailor-made courseware
 
Training Centre
ASSIRT Software courses are designed with audience specific content in mind. This user-group approach takes advantage of our modularised training structure, which ensures a greater flexibility in choosing your training solution. Key components of the scheduled courses include:

Demonstrations of key concepts.
Extensive 'hands on' learning through the use of realistic case studies and business scenarios.
Clear, concise courseware is provided, which also functions as a handy reference manual after your training is completed.
 
We can also provide customised training courses designed to meet the specific learning needs of individual businesses. Please contact the ASSIRT Software Implementation Team for further information.

Use the links below to learn more about our current training modules.
 
Client Management
Planning
Advanced Planning
Templates
 
The following is a complete list of the current training modules and user guides available for all ASSIRT Software products. These and other Desktop Tips can be found in the Downloads section of the subscribers' area.
 
Course/Guide Name Benefit Target Audience Type of Training
Client Management Use ASSIRT Desktop to create and report on clients and portfolios Financial Planners, Paraplanners, Support Staff Self-Paced Learning Module
Planning Use ASSIRT Desktop to create financial plans  Financial Planners, Paraplanners Facilitated Training Module
Advanced Planning Use ASSIRT Desktop to create more complex financial plans Financial Planners, Paraplanners User Guide
Templates Use ASSIRT Plan Template and Microsoft Word Templates to create custom plan templates and client review reports Dealer Group Representatives, Lead Support Staff/Office Managers Facilitated Training Module or User Guide
Admin Use ASSIRT Admin to create custom products and modify ASSIRT Desktop to suit dealer group requirements Dealer Group Representatives, Lead Support Staff/Office Managers, Financial Planners, Paraplanners User Guide
Adviser Library Use Adviser Library (online research tool) effectively and efficiently Financial Planners, Paraplanners, Research Analysts User Guide
Calculators Use Financial Calculators (online/offline models) effectively and efficiently Financial Planners, Paraplanners User Guide
Library Use ASSIRT Library effectively and efficiently Financial Planners, Paraplanners, Research Analysts User Guide (all states) or Facilitated Training Module (some states)
Models Use ASSIRT Models effectively and efficiently Financial Planners, Paraplanners User Guide
 
Training is provided in most capital cities throughout Australia. To see when our next training program is scheduled near your location, click here.

Our Customer Support Centre is open Monday to Friday, 8:30 - 18:00 (EST) and 8:30 - 19:00 (ESST), freecall 1800 066 839. Alternatively, you can email us or contact your Relationship Manager. All queries will be handled promptly and you can expect a reply within 48 hours.
 

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