Course 2: First Contact & Collecting Financial Information
In this course, you will learn how to accurately capture client intake details, including key financial information, to ensure a smooth start and compliance with reporting requirements.
Course 2 Curriculum
Client Lookup
Collecting Contact Info ("New Intake")
Get Ready to Practice
Hands-On Exercises
Test Your Knowledge
Chapter 2 Completion
Document Upload and Verification
Creating a Client Case
Get Ready to Practice
Hands-On Exercises
Test Your Knowledge
Chapter 3 Completion
How was this training?
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