This class is held from 8:30 am to 4:30 pm.

• Discuss Fundamentals

• Icon Bar Descriptions and Explanation

• Input Screens

• Data Input
  • Manual Entry
  • Data Import

• Document Maintenance
  • Adding and Editing Templates
  • Adding and Editing Documents

• Filtering
  • By Client
  • By Advisor
  • By Key Code

• Global Processing
  • Selection
  • Processing

• Overview of Uses
  • Why, When and How
  • Global
  • Marketing
  • Seminar

Breaks: We will have coffee, tea, juice, and soda provided.

Lunch: Working box lunch provided (Penn Station)