WealthEngine Client Courses

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.

Monday: WealthEngine Score & Data Basics 

  • This webinar will discuss the basics of our main scores and data found within the WealthEngine platform, as well as best practices for both our nonprofit and commercial clients.
  • Don't forget! If you want to attend the Q&A session with a trainer directly following the session, make sure that you also register for the Training Office Hours that day. Click here to register
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the technical aspects of using the WealthEngine Platform and is instead focused on the scores and data. If you are interested in an overview of the Platform and Search functions, please refer to the appropriate Technical Basics webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

Tuesday: WealthEngine Platform & Search Technical Basics for Nonprofits Clients

  • This webinar will cover some of the technical basics of using the WealthEngine Platform as a nonprofit, including best practices when utilizing the various WE Search tools.
  • Don't forget! If you want to attend the Q&A session with a trainer directly following the session, make sure that you also register for the Training Office Hours that day. Click here to register
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores or data in depth and is instead focused on the technical side of tool usage. If you are interested in an overview of the scores and data, please refer to the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

Wednesday: WealthEngine Platform & Search Technical Basics for Commercial Clients

  • This webinar will cover some of the technical basics of using the WealthEngine Platform as a commercial client, including best practices when utilizing the various WE Search tools.
  • Don't forget! If you want to attend the Q&A session with a trainer directly following the session, make sure that you also register for the Training Office Hours that day. Click here to register.  
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores or data in depth and is instead focused on the technical side of tool usage. If you are interested in an overview of the scores and data, please refer to the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

Thursday: WE Analyze & WE Prospect

  • This webinar will cover some of the technical basics and best practices for utilizing the WE Analyze and WE Prospect tools.
  • Don't forget! If you want to attend the Q&A session with a trainer directly following the session, make sure that you also register for the Training Office Hours that day. Click here to register
  • Each attendee must register separately as access links cannot be shared.
  • It is important to note that this session does not cover the WealthEngine scores or data in depth and is instead focused on the technical side of tool usage. If you are interested in an overview of the scores and data, please refer to the Scores and Data Webinar.
  • After registering, you will receive a confirmation email containing information about joining the webinar.

Friday: Best Practices for Screenings

  • Want to make sure you are getting the most out of your Screenings? WealthEngine can help! The Best Practices for Screening group webinar will take you through the fundamentals and key best practices you'll need to know in order to really maximize your results.
  • Don't forget! If you want to attend the Q&A session with a trainer directly following the session, make sure that you also register for the Training Office Hours that day. Click here to register.  
  • Each attendee must register separately as access links cannot be shared.
  • After registering, you will receive a confirmation email containing information about joining the webinar.
Please be sure to register at least fifteen minutes prior to the start of the session. If you have any questions please contact training@wealthengine.com