Course curriculum

  • 1

    Welcome to the 6clicks Academy

    • Welcome to the 6clicks Academy

    • Course Objectives

    • Important Information About This Course

    • Quick tip

  • 2

    Overview of the 6clicks platform

    • Overview of the 6clicks platform

    • 6clicks' Unique Value Proposition

    • The digital platform opportunity

    • Driving efficiency in your service delivery model

  • 3

    What it means to be a 6clicks Partner

    • What it means to be a 6clicks Partner

    • Academy course for Selling 6clicks

    • Quiz: 6clicks Partners

  • 4

    Client management

    • 6clicks Hub & Spoke Architecture for client teams and templates

    • Hub & Spoke for Advisors

    • Academy course for 6clicks Hub & Spoke for Enterprises

    • Lab Exercise: Client teams and templates

    • Quiz: Hub & Spoke

  • 5

    Content management

    • 6clicks Content Library

    • Academy course for content management

    • Lab Exercise: Content

    • Quiz: Content management

  • 6

    Audits & Assessments

    • 6clicks Audits & Assessments

    • Academy course for Audits & Assessments

    • Lab Exercise: Audits & Assessments

    • Quiz: Audits & Assessments

  • 7

    Risks & Issues

    • Overview of the Risk Module

    • Academy course for Risk Managers

    • Issue & Incident Management overview

    • Issue & Incident Library

    • Issue & Incident Forms

    • Lab Exercise: Risks & Issues

    • Quiz: Risks & Issues

  • 8

    Controls & Compliance

    • 6clicks Controls & Compliance

    • Demo of Controls module

    • Demo of Compliance Module

    • Lab Exercise: Controls & Compliance

    • Quiz: Controls & Compliance

  • 9

    Leveraging Artificial Intelligence (AI)

    • 6clicks Hailey AI

    • Academy course for Hailey AI

    • Lab Exercise: Hailey AI

    • Quiz: Hailey AI

  • 10

    Reporting & Analytics

    • 6clicks Reporting & Analytics

    • Academy course for Reporting & Analytics

    • Lab Exercicse: Reporting & Analytics

    • Quiz: Reporting & Analytics

  • 11

    Course recap

    • Course Objectives

    • Congratulations on Completing Your 6clicks Academy Course

    • Exam: 6clicks for Advisors