Course Descriptions
WealthEngine offers a wide range of training courses. You can find information on how to register here.
The following courses are free to clients and offered weekly:
Access Manager℠ Level 100 – 1 ½ Hours
Offered: Thursday @ 2:00 pm EST
All the information you will need in order to understand and use your screening results.
In this class, you will learn how to sort and filter your file and generate standard and custom reports. Plus, we'll review the process of validating your data and instructions on how to recalculate results when necessary. You will become familiar with the Circle of Friends feature and how to use your Inner Circle network to help with your major gift fund raising efforts.
Access Manager Level 200 – 1 ½ Hours
Offered: Third Friday of each month @ 2:00 pm EST
Geared towards making those important next steps with your data and addresses methods to tailor a file to suit a specific need.
The class will begin with an overview of WealthEngine’s ratings and scores with a concentration on the Utility menu within the Access Manager. We will discuss how to use data in MS MapPoint and how the MPP feature flags those special prospects. We'll also cover how to export your data in your Donor Management System, conduct advanced filters, customize the Estimated Giving Capacity, and create your own Client Defined Fields to further segment your file.
Users should take this class after spending two or three weeks using screened data and applying skills learned in the 100 level course. Questions are welcome, as there will be plenty of time to address specific projects and fund raising initiatives.
Applications of FindWealth Online – 1½ Hours
Offered: Wednesday @ 2:00 pm EST
In this class, we will cover more functions and capabilities of the FindWealth Online product. You will learn the step-by-step process of creating more detailed reports through the History Section, create new prospects by using DataQuick, run news searches on your prospects with Dialog Newsroom and identify new funding sources through the Foundation Search. In addition, we will review the features of Prospect Generator that will help you find new and affluent donors.
Introduction to FindWealth Online – 1½ Hours
Offered: Tuesday @ 2:00 pm EST
Covers everything you need to know in order to successfully run searches and research your constituents.
In this class, you will learn the step-by-step process of how to build your search criteria by using the Simple and Advanced Search functions of FindWealth Online to successfully conduct online searches, learn how to track prospects through the Circle of Friends and track members of your organization by creating your Inner Circle list. We will also review WealthEngine ratings and scores so that you can better understand your results, and teach you how to begin the process of validating your data.
These courses are offered monthly:
FindWealth Online for Financial Services – 1 Hour
Offered: Second Wednesday of each month @ 2:00 pm EST
Orient clients with a general overview of the FindWealth Online, definitions of ratings and scores, and what data you can expect to find in each search option. Our expert researchers will show you how to use the Investment Rating, Quality of Match score, Net Worth formula, and P2G℠ score to help qualify your prospects.
FindWealth Online UK – 1 Hour
Offered: Fourth Monday of each month @ 10:00 am EST
Covers everything you need to know in order to successfully run searches and research your constituents.
In this class, we will review the Data Sources available for your online searches; you will learn the step-by-step process of how to build your search criteria by using the Simple and Advanced Search functions of FindWealth Online to successfully conduct online searches. You will learn how to track prospects through the Circle of Friends and track members of your organization by creating your Inner Circle list. We will also review WealthEngine ratings and scores so that you can better understand your results. You will also learn the step-by-step process of creating more detailed reports through the History Section.
Pinpoint℠ – 1 Hour
Offered: Fourth Friday of each month @ 2:00 pm EST
Brief overview of the purpose and use of the product and review of search interface with explanation of all of the fields
Registration information:
To register for one of these training courses, please email training@wealthengine.com and include the following information:
- your name
- organization
- preferred training date
- phone contact information
Following your registration, we will send you a notice with the webinar and teleconference information. Registration is closed two business days prior to each course.
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