Course curriculum

    1. Lesson 1: How to use this course

    2. Lesson 2: What to Expect

    1. Lesson 1: Client Documents

    2. Lesson 2: Knowledge Check

    1. Lesson 1: Internal Documents

    2. Lesson 2: Knowledge Check

    1. Lesson 1: Client Library Documents

    2. Lesson 2: Knowledge Check

    1. Lesson 1: Managing Client-Level Financial Requests

    2. Lesson 2: Knowledge Check

About this course

  • Free
  • 10 lessons