Learn Voyant Retirement Planning
Is this course for me?
If you’re new to using ©Voyant AdviserGo this course is for you. It will give you the foundation you need to quickly become a proficient user.
Maybe you already know how to use ©Voyant, but it’s been a while since you created your last plan. This course is for you too. It will give you the refresh you’re looking for without a lot of extras.
Am I going to learn useful things?
You bet! This course will show you how to navigate the menus and create a simple retirement plan. We’ll also show you how to read the outcome of the plan, verify your inputs and then how to try out different solutions to best fit your client’s situation. And when we’re all done, we’ll show you how to generate a spiffy report for your client to keep.
How long is this going to take?
All you’ll need is 25 minutes to watch 4 videos. Then download the bonus materials to use for practice on your own schedule. That’s it. You’re done.