National Registry of CPE Sponsors

National Registry of CPE Sponsors

NASBA Logo

Exhibitors

Fidelity Investment Services

Address

340 Madison Ave
NY, NY
10173
United States

Website

https://www.fisglobal.com/
Contact Sponsor

Contact Sponsor


NASBA Approved providers:

  • National Registry

Registry ID:

140757

Approved Delivery Method:

  • Group Live
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  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Partner Transfer Business Event (BEs) and Active Template (ATs) allow users to create journal entries in the Investran Accounting module for complex accounting tasks such as partner transfers. The ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Live

    Location:

    • NC
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    The Equity Pickup (EPU) Business Event (BEs) and Active Template (ATs) allow users to automatically create journal entries in the Investran Accounting module related to the equity method of accounting ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Live

    Location:

    • NC
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 5 - 8 credits

    Description:

    SQL Server Reporting Services (SSRS) is a server-based reporting platform from Microsoft that provides comprehensive reporting functionality for a variety of data sources. SSRS uses Investran as a dat ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Live

    Location:

    • NC
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 5 - 8 credits

    Description:

    Report Wizard (RW) is a powerful reporting tool used to create custom fund level and investor level reports (e.g. trial balances, investor roll-forwards). The tool allows users to report on all financ ...

    Program Level:

    Intermediate

    Delivery Method:

    • Group Live

    Location:

    • NC
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 5 - 8 credits

    Description:

    Report Wizard (RW) is a powerful reporting tool used to create custom fund level and investor level reports (e.g. trial balances, investor roll-forwards). The tool allows users to report on all financ ...

    Program Level:

    Beginner

    Delivery Method:

    • Group Live

    Location:

    • NC
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