South Bay Live ClientWorks Training

January 1, 1970 5:30 am - 5:30 am

Mountain View, CA

Organizer: The Financial Services Network [email protected]
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We are excited to announce that we have partnered with LPL’s Learning & Development team to offer two opportunities for live, hands-on ClientWorks training. During these training workshops, you will learn best practices in the following areas: ClientWorks Navigation, New Account Opening, the Account Transfer Tool, Account Maintenance and more.

These workshops are best suited for those who are looking to learn the foundational knowledge of ClientWorks. The LPL trainer will focus on the basic fundamentals and best practices to help you with your ClientWorks adoption. Space for each workshop is limited to 30 attendees so we encourage you to register as soon as possible.

If you are interested in attending, please email Logan Nicholas at [email protected] Once your request to register has been received, we will provide the event address along with additional details.

Can’t make it to the live training? Check out LPL’s live webinar calendar in the Resource Center.