Visit the Aviva sponsor area

5th October 2017

Training on the Aviva Platform

The upgraded Aviva Platform will be highly intuitive and user friendly. But to help you use the new system with confidence, we've developed a suite of training materials to walk you through the key processes and answer your questions.

We'll release this material several weeks before the platform migration later this year. You'll find a range of materials, including a pre-recorded webex preparing you for the migration, eight video journeys and an interactive user guide.

As always, our Aviva team will be on hand to support you throughout the process. We'll be in touch shortly with more detailed information on the training support you and your firm will receive.

For more information on why we've chosen to upgrade our Aviva Platform, please visit our platform migration hub

Business Development

Registration

Free Registration and CPD

Read More

Related Articles_

Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

Read More

You need to be logged in to comment on this article