(VIDEO TUTORIAL) Getting Started with Snap Projections
Are you just getting started with Snap Projections? This one-hour tutorial is geared toward helping you get up to speed quickly and you can access it for free on YouTube (no CE credit), or for $25 on Learnedly.com (provides 1 CE Credit).
- Introducing the Top 6 Retirement Income Planning Questions (1:57 min)
- Entering Initial Data (6:50 min)
- The Planning Page (3:57 min)
- Cash Flow Management (6:51 min)
- Comparing Multiple Scenarios (6:09 min)
- Interactive Presentations and Beautiful Reports (5:05 min)
- Projections with a Spouse (5:16 min)
- Industry Leading Customer Support (2:48 min)
- Annual Reviews (3:12 min) (on YouTube only)
- The Corporate Module (7:31 min)
- Additional Features and Advanced Settings (7:33 min)
- Using the Automated Recommendations Feature (7:00 min)
- Stress Testing Your Projections (4:59 min)
Access via YouTube (no CE credit):
- Visit our tutorial playlist to watch this course for free.
Access via Learnedly.com (earn 1 CE Credit):
- Learnedly is a digital training platform designed for Canadian financial services professionals.
- Learnedly offers this individual course for the price of $25 and you'll receive 1 CE credit upon completion.
- Click here to access the course and select Get this course.