We offer several options for training, because we know your time is limited and that you have specific needs. Through an interactive format, led by professional instructors, you'll have the chance to get in-depth training on your software - at all levels of proficiency. We offer both standard and custom training in classroom and onsite formats, all led by our professional instructors. Most of our courses provide the opportunity to earn CPE credits, and are presented as group offerings.
Standard Training
Our Standard training is designed to provide comprehensive, in-depth training on RIA and PPC products at various levels of proficiency. Standard training is available in the following formats:
- Virtual Classroom-An interactive distance format, where you use your own computer and the Internet for learning. You participate in a live broadcast, with an instructor and other registered students from your firm and around the country. You can view the instructor's desktop and follow along using a web browser. High speed Internet access is required to take these classes. Because class schedules are frequently updated, please visit our schedule page for the most current information.
- Seminar-A traditional hands-on classroom setting with a presenter. These are offered across the country, for a select group of courses.
- Annual Users' Conference-The Users' Conference offers participants a unique opportunity to hear nationally recognized speakers, exchange ideas with colleagues from across the country, and learn about innovations that can enhance your productivity. For more information, click here.
To find out more about the different types of live training we offer, please view our
class schedule.
