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Digital Advice SoA Production for Beginners
The Digital Advice tool is used to produce a Statement of Advice in AdviserLogic.

This session will cover:
- the basics of the Digital Advice tool
- how to access the tool and the most up to date SoA template
- selecting strategies
- downloading the SoA to Word

We recommend you have a solid understanding of Fact Find Data Entry

Duration: 30 min

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Mar 2, 2021 12:30 PM in Canberra, Melbourne, Sydney

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