Register to access BT Panorama training courses delivered on our new interactive training portal.
Our courses are designed with you in mind. Our aim is to show you how to maximise the benefits you receive from BT Panorama’s great functionality in a way that is easy to follow. The short courses are made up of sequential modules that build upon each other. You can enrol in courses or simply search for topics that are relevant for you.
Here are some examples of the courses you will have access to:
• Navigation for Panorama
• Opening new accounts
• Transactions and Investments
• Panorama for Business
We hosted a number of BT Panorama training webinars to complement our new online training courses and provide you with the opportunity to learn more about how you can use BT Panorama's breadth of features and functionality.
|Session title||Session dates|
|Changes to advice fees on BT Panorama||Watch the recording|
|Listed security holding options||Watch the recording|
|Cash Investment Strategy||Watch the recording|
|Navigation for BT Panorama||Watch the recording|
|Opening new accounts||Watch the recording|
|Transactions and investments||Watch the recording|
|Monitoring and reporting||Watch the recording|
|Super and pension||Watch the recording|
|Digital consent with integrated ROA||Watch the recording|
|BT Panorama's SMSF solution||Watch the recording|
|Adviser portfolios||Watch the recording|