Course curriculum

    1. Client Documents

    2. Key Takeaways

    3. Client Documents Knowledge Check

    1. Internal Documents

    2. Key Takeaways

    3. Internal Documents Knowledge Check

    1. Client Library Documents

    2. Key Takeaways

    3. Client Library Knowledge Check

    1. Client Financials

    2. Key Takeaways

    3. Client Financials Knowledge Check

About this course

  • 15 minutes of video content
  • 4 knowledge check quizzes