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
Register

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
Register

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
Register

May 16th

Submissions & Requests (Operations & Compliance)

  • Types of Requests
  • Status Dashboard
Register

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
Register

May 23rd

Submissions & Requests (Operations & Compliance)

  • Types of Requests
  • Status Dashboard
Register

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
Register

May 30th

Clients, Financial Accounts, and Account Opening

  • Types of Requests
  • Status Dashboard
Register

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
Register

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
Register

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
Register

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
Register

July 9th

Commissions

Register

July 16th

Commissions

Register