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