| 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 |