AI Insight Monthly Webinar: AI Insight for Administrators
Learn about the latest alternative investment trends and create efficiencies in your practice. Join AI Insight every month for a 30-to-60-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry.
If you missed the other webinars in our series including, “Introduction to Opportunity Zones”, you can watch the playbacks.
Register now for our next webinar, AI Insight for Administrators. Target Audience: Broker Dealer Firms, RIA Firms
Date and time: Thursday, August 29, 2019 2:00 pm EST
Find out how to consistently train your advisors on complex product features, risks and suitability using modules based on the prospectus or PPM. Learn to create customized training based on your firm-specific requirements, such as written supervisory procedures.