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Practice management
This session is focused on ensuring your account is set up to provide maximum efficiency.

We will cover off;
• Setting up an Approved Product List (APL)
• Creating Model Portfolios
• Setting up Risk Profiles
• Creating file note categories and templates

Duration: 30 min

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Aug 4, 2020 11:30 AM in Canberra, Melbourne, Sydney

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Morningstar Events.