Training

Fundserv offers traditional instructor-led training for groups of all sizes free of charge. Courses are designed to help employees learn more about our processes and applications. Let us work with you to set course goals that meet your organization’s needs.

A full suite of programs are available and courses can be held at your location.

COURSES

NEW COMPANIES

The new company course is designed for companies who have not yet become Fundserv customers. Attendees will learn more about Fundserv, what is required of a customer, how to complete the new member package, and what occurs during the initial testing process.

GETTING STARTED

An introduction to all of Fundserv’s services including TFS, FFS, NSR, N$M, NFU and FUNDcom. Attendees will learn what each service does and how they work with your company’s existing operations.

Fundserv WEB SERVICES 101

For new or occasional web services users, this course provides an overview of the entire Fundserv Services site. Attendees will learn to navigate the site and locate information efficiently.

Fundserv WEB SERVICES

This course explores the Fundserv Services site in depth for regular web users. Attendees will learn where to locate information at each stage of an order’s life cycle and how to use the site to complement existing operational duties.

myserv

The myserv course introduces attendees to the application and its functionality including searching demographics, transaction history and how to use the redemption calculator.

LRA TRAINING

The LRA course is complete training for new and existing LRAs. Users will learn how to grant, maintain and delete users, as well as troubleshoot login issues for all access types.

Fundserv STANDARDS

Offered with each release of the Fundserv Standards, this course provides an overview of upcoming changes. The program can be configured for both business and development teams.

FILE TYPES

Exposing attendees to all Fundserv file types, this course helps employees learn the function, timing, edits and effects of all files.

MANDATORY STANDARDS

For distributors and manufacturers, this course teaches users where to locate information on the mandatory standards, how to troubleshoot adherence issues, and the standards adherence process.

CUSTOM COURSES

Courses with the greatest impact are those tailored specifically for the audience. Using existing and customized content, we create a program which helps people integrate course material into their existing knowledge and job functions.