CloudAdvisors is happy to release on-demand Training: Level 1 and 2.
One Hour Step by Step Video Training (CE Available)
Level 1: Learn the Basic How, What and Where on the Platform
Level 1 is a training session which reviews the Solution Library with provider information, Data Entry, Benchmarking Reports, CALEB Insights, Plan Audit Report, Client Contacts, Knowledge Library, Community, and our Support Button. This course is great for new users or anyone who would like a refresher on how to navigate the system.
Level 2: Explore the When and Why Prospecting and Client Strategies
Level 2 is a training session with Matt Lister, CEO and Co-Founder of CloudAdvisors. In Level 2 Matt dives into the Benchmarking, Governance, and Plan Audit Reports reports in detail and reviews strategies and terminology when presenting to clients. He also includes a video on the newly released Intro Benchmarking Report. This course is packed with information on how to fully benefit from using the platform in client meetings, and how to broaden your overall knowledge of the platform.
A certificate will be awarded for participants who complete the course which may be used as a CE Credit in applicable provinces.