Training In Context

WE wants to make sure you’re getting the most out of our solutions, so we make it easy. You can take training in person or online, with an instructor or by yourself. And it can be as simple or as detailed as you need.


Self-Guided Training

WE maintains a growing online library of documentation and video training resources for WealthEngine Platform users. The self-paced, on-demand learning covers all aspects of WE’s research tools. Our Video Training Guides, accessible in the FindWealth 8 Knowledgebase, are searchable by task and product area, with brief videos covering aspects of our research tools. The video curriculum has interactive links to even more resources, and there are quizzes to enhance each learner’s experience.

Free Weekly Sessions

These courses, delivered via webinar platform, are provided to clients at no charge as part of a subscription to the WealthEngine Platform. Each session focuses on a different topic and are about an hour in length. Please note that these are not meant to replace our custom training sessions, but are ideal for a refresher on the basics of our platform.


Custom Training

Through fee-based training, you can customize a curriculum to your exact needs. Delivered virtually or onsite, custom training may include a complete review of client screening files along with recommendations and instruction for segmenting and prioritizing prospects. Onsite training gives users a chance to ask questions and learn skills specific to their job.

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Call us at 844.392.6827 to find out more.

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