Accumulation training webinars

We offer Defaqto Engage training webinars on the following aspects of the software:

  • Researching Products, Platforms and creating Research Templates (9:30am - 10:20am) - This session explores how to research and recommend Products and Platforms. You will also be shown how to make your research process more efficient, by building and saving Research Templates.
  • Using Defaqto's Investment Solutions (10:30am - 11:20am) - This session shows you how to carry out basic fund research, as well as utilising Defaqto's Risk-Rated Investment Solutions, including Risk-Rated Funds, DFM Model Portfolios and optimised Target Asset Allocations. 

Complete the form below to register your place on a session.

Please note that Defaqto Engage training Webinars are available on Tuesday mornings only.

First Name*
Last Name*
Company Name*
Town/City
Network (if applicable)
Telephone Number*
Email Address*
Session 1*
Desired session date*: DD/MM/YYYY
Session 2
Desired session date: DD/MM/YYYY
 

Share this