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Charlotte Training

• CHA100 - Charlotte Front Office - My Settings
• CHA150 - Charlotte Front Office Series: Navigation & Display Tools
• CHA199 - Charlotte Front Office: My Settings Certification Exam
• CHA100_99 CFO - My Settings Certification Exam
• CHA200- Charlotte Front Office: Creating Account Lists & Filters
• CHA299 - Charlotte Front Office: Creating Account Lists & Filters Certification Exam
• CHA101_99 Creating Account Lists & Filters Certification Exam
• CUS200 - Charlotte Front Office: Options Basics           
  In this session we discuss various styles of options, how they are traded, and how they are managed.
• CUS300 Stock Entitlements, DRS, & Medallion Stamps
  In this session, we outline the various rules of entitlement for stock dividends and stock splits.  We also discuss the requirements for the Direct Registration Services (DRS) and proper management for medallion stamp values.
  Objectives include: Stock dividends rules of entitlement, Stock splits rules of entitlement, Direct Registration Services (DRS), Medallion Stamp