| Time |
Course Element |
Objectives |
| Session 1
– 20 minutes |
Introduction to the changes
An Introduction to CCD Version 4.0.1 to make you aware of some of the many changes that have been made |
By the end of this session, you will:
- Be aware of all the main changes with the exception of SIPP and Wrap products
|
| Session 2
– 30 minutes |
SIPP restructure
A practical exercise to cover setup and managing SIPPs |
By the end of this session, you will:
- Setup a SIPP
- Allocate money to products and assets
- Produce reports
|
| Session 3
– 10 minutes |
Wrap products
An overview of the differences between SIPP and Wrap products |
By the end of this session, you will:
- Setup a Wrap
- Allocate money to products and assets
- Produce reports
|
