Community of Practice
Welcome to our Community of Practice programmes. A virtual event programme designed to help you and your team get the most from the Wealthtime and Wealthtime Select platform.
This programme is meant for people who are using our platforms regularly, mainly administrators and paraplanners, although they are open to anyone working with our platforms.
These sessions will be hosted by our in-house specialists, who will be joined by colleagues working across our technology and service teams covering the following:
- Top tips to get the most from the relevant platform and use them more efficiently.
- Demonstrations of the latest updates to our platforms and previews of new developments to come.
- Access to experts from Wealthtime and Wealthtime Select who can answer any queries or issues that your team have.
The next Wealthtime Select Community of Practice event will take place in early 2024
When and Where
Wealthtime Platform Community of Practice – Wednesday 13 December 2023
These events are designed for administrators and paraplanners but are open to anyone that is a user of the platform.
Please complete the registration form to sign up for the session. If you have any questions please contact our events team.