Training Courses: Schedule and Registration
WealthEngine offers numerous opportunities to make your research easier and more effective. Sign up for our free, live Training Courses (see below).
- Training Course Demos are available in FindWealth Online for each course. Login now.
- Custom Training Solutions are also available. Click here.
The following courses are free to clients and offered weekly:
Access Manager Level 100 – 2 Hours
Offered: Tuesday @ 11:00 am EST and Thursday @ 1:00 pm EST
Orient clients with a general overview of the Access Manager, definitions of ratings and scores, and what you can expect to find in inside your Access Manager.
Access Manager Level 200 – 1 ½ Hours
Offered: Wednesday @ 1:00 pm EST
Demonstrates how to use the advanced features within the Access Manager
FindWealth Online – 1 ½ Hours
Offered: Tuesday @ 2:00 pm EST and Wednesday @ 3:00 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.
Dialog NewsRoom – ½ Hour - Directly following the FindWealth Online Training Course
Brief overview of the purpose and use of the product, what services it offers (benefits of Dialog NewsRoom over other services)
These courses are offered monthly:
Pinpoint – 1 Hour
Offered: Second Thursday @ 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
Data Integration/DMS – 1 Hour
Offered: First Wednesday of the Month @ 1:00 pm EST
Orient clients with a general overview of the export utility, recommended fields to import, demonstration of process.
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.
