WealthStation Training
Wealth Management University provides an extensive on-demand library of high-quality sessions. The courses cover topics organized to help quickly prepare new hires and better equip your firm’s current team members with advanced techniques to use WealthStation more effectively and efficiently.
Courses are designed for new learners, as well as seasoned recordkeepers and processors. Each course includes a detailed overview, requires user interaction, provides quizzes and post-testing, and concludes with tracking and reporting capabilities. Courses include:
- Overview of WealthStation Financial Planning
- WealthStation Concept Profiler
- Financial Statements
- Survivor
- Disability
- Long-Term Care
- Allocation Master
- Asset Allocator
- Education Funding
- At Retirement Plus
- Retirement (Planning)
- Retirement Advisor
- Estate Preservation
- Estate Advisor