MAUS Webinar Registration

Advisor/Consultant
on-boarding

Modules / Topics Addressed:

  • Accessing your account
  • How to create a client
  • Difference in client / advisor view
  • Editing a clients account
  • Using the Client Needs Analysis

AUS/NZ Tuesdays @ 12PM AEST/AEDT

PRIVACY :Your details will never be sold, rented, or otherwise released to athird party. You can unsubscribe at any time

Advisor/Consultant
on-boarding

Modules / Topics Addressed:

  • Accessing your account
  • How to create a client
  • Difference in client / advisor view
  • Using client needs analysis
  • Using the ValueMax program
  • Using Masterplan Lean
  • Using KPI Dashboard

USA/CAN Tuesdays @ 5PM EST/EDT

PRIVACY :Your details will never be sold, rented, or otherwise released to athird party. You can unsubscribe at any time

Using the core Strategy & Financial Tools

Modules / Topics Addressed:

  • Key navigation & settings
  • Creating users
  • Using the KPI Dashboard (Creating KPI's , Editing Data & Reporting)
  • Using the Milestones & Projects
  • Using the MasterPlan - Business Planning tool
  • Using the Virtual CFO

Wednesdays @ 12PM AEST/AEDT

PRIVACY :Your details will never be sold, rented, or otherwise released to athird party. You can unsubscribe at any time

Using the Compliance & Documentation Tools

Modules / Topics Addressed:

  • Creating a Policy from the MAUS Templates understanding Version Control and Employee Compliance)
  • Editing a Policy & Folders
  • Understanding Version Control
  • Implementing Employee Compliance
  • Using the Health & Safety Management System

Thursdays @ 12PM AEST/AEDT

PRIVACY :Your details will never be sold, rented, or otherwise released to athird party. You can unsubscribe at any time

Need help with a module not listed above?

If you would like some further / tailored assistance or would like information on a module not listed above simply email the team at support@maus.com.au to assist further. We have a number of pre-recorded videos for you to view as well as tailored webinar session available.

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