Course curriculum

  • 1

    Introduction

    • Introduction
  • 2

    Funds

    • Fund Record Overview

    • How to Add Fund Advisors

    • Submitting a New Fund Request

    • Processing Fund Requests
  • 3

    Constituents

    • Constituent Record Overview

    • Web Processing Queue
  • 4

    Conclusion

    • Review

    • Resources

    • Quiz