Training videos and Webinars

Recent Webinars:

Training Demo – How to compare Protection products

Training Demo – How to compare Workplace Pension products

Training Demo – How to compare Relevant Life protection products

 

YouTube Training Videos:

To help advisers navigate Quality Analyser, F&TRC have built a number of training videos which can be accessed from our Quality Analyser YouTube channel.

 

We realise that advisers are busy people and therefore we have deliberately broken down the training videos into specific areas as well as providing an overall end to end training video.

 

Below is a list of the training videos we have provided. Please note that the videos specifically relate to the Auto Enrolment comparison service, however other products will follow a very similar process.

 

End-to-End Training Tutorials (running time approximately 12 minutes per video):

End-to-end Protection Tutorial End-to-end Auto Enrolment Tutorial

 

 

 

Training Tutorials (running time approximately 2 minutes per video):

 

Introduction to Quality Analyser

 

Tutorial 1 – Selecting initial high level priorities

 

Tutorial 2 – Applying Weightings to High Level priorities

 

Tutorial 3 – Selecting Providers to compare

 

Tutorial 4 – Playing back initial selections

 

Tutorial 5 – Recording Notes

 

Tutorial 6 – Understanding your Initial Report

 

Tutorial 7 – Choosing Client Organisation

 

Tutorial 8 – Selecting detailed Priorities & Weightings

 

Tutorial 9 – Playback of Detailed Priorities & Weightings

 

Tutorial 10 – Naming your Report & Creating a Template

 

Tutorial 11 – Printing your Final Comparison Report

 

Tutorial 12 – Downloading Templates

 

Tutorial 13 – Uploading Templates

 

Tutorial 14 – Training Modules

 

These initial videos are built around our auto enrolment comparison service however the process is essentially the same for Group Pension, Protection and Adviser Software products.

 

You can either watch the whole training video end to end (approximately 12 minutes) or select the subject you wish to review. These videos are designed so if you are using the service and just need to check on how to use one aspect of the system you can quickly access the relevant video via your smartphone or tablet device in moments