These courses, delivered via webinar platform, are provided to clients at no charge as part of a subscription to the WealthEngine Platform. Each session focuses on a different topic and are about an hour in length. Please note that these are not meant to replace our custom training sessions, but are ideal for a refresher on the basics of our platform.

WealthEngine Platform Technical Basics - Commercial: First Tuesday of the month

WealthEngine Platform Scores and Data Basics: Second Tuesday of the month

WealthEngine Platform Technical Basics - Nonprofit: Third Tuesday of the month

Topic of the Month: Best Practices for Screening

Please be sure to register at least fifteen minutes prior to the start of the session. If you have any questions please contact [email protected]

WealthEngine Client Courses

Resources