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Self-Paced Training & Job Aids

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Access training presentations and job aids covering a variety of topics including SUMMIT, frequently used account codes and more.

Self-Paced Training

SUMMIT Self-Paced training demonstrations (requires login)

  • Access SUMMIT video presentations at anytime.  The trainings include an overview of the SUMMIT reporting tool as well as dashboard and report specific presentations. 
    • Internet Explorer is the preferred browser to access the video presentations.

Training & Reference Materials

Training & Reference (requires login)

  • Access job aids and reference materials covering a variety of Financial Services topics.