Arete Navigator Training Schedule
May 7th
Overview – Demo of full System minus commissions
- Navigation
- Client & Financial Account Data & Sources
- Creation of the Client accounts they can see
May 9th
Clients, Financial Accounts, and Account Opening
- Create a new Client or Prospect
- Look up a Financial Account
- Create a Household
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
May 14th
Clients, Financial Accounts, and Account Opening
- Create a new Client or Prospect
- Look up a Financial Account
- Create a Household
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
May 21th
Clients, Financial Accounts, and Account Opening
- Create a new Client or Prospect
- Look up a Financial Account
- Create a Household
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
May 28th
Clients, Financial Accounts, and Account Opening
- Create a new Client or Prospect
- Look up a Financial Account
- Create a Household
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
June 4th
Clients, Financial Accounts, Account Opening, and Submissions & Requests (Operations & Compliance)
- Create a new Client or Prospect
- Look up a Financial Account
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
- Types of Requests
- Status Dashboard
June 6th
Clients, Financial Accounts, Account Opening, and Submissions & Requests (Operations & Compliance)
- Create a new Client or Prospect
- Look up a Financial Account
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
- Types of Requests
- Status Dashboard
June 13th
Clients, Financial Accounts, Account Opening, and Submissions & Requests (Operations & Compliance)
- Create a new Client or Prospect
- Look up a Financial Account
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
- Types of Requests
- Status Dashboard
June 20th
Clients, Financial Accounts, Account Opening, and Submissions & Requests (Operations & Compliance)
- Create a new Client or Prospect
- Look up a Financial Account
- Open a Financial Account
- What is a NAF record
- Uploading additional account Documents
- Types of Requests
- Status Dashboard
