Wealth Management University provides an extensive on-demand library of high-quality sessions. The courses cover topics organized to help quickly prepare new hires and better equip your firm’s current team members with advanced techniques to use Omni more effectively and efficiently.
Courses are designed for new learners, as well as seasoned recordkeepers and processors. Each course includes a detailed overview, requires user interaction, provides quizzes and post-testing, and concludes with tracking and reporting capabilities. Courses include:
- Omni Front-End Courses (includes 2 courses)
- Omni DC Enhancement Courses (includes 20 courses)
- Omni DC Compliance Courses (includes 9 courses)
- Omni DC Essentials Courses (includes 6 courses)
- Omni Scripting Courses (includes 2 courses)
- Omni Trading Courses (includes 1 course)