Exhibitors
Fidelity Investment Services
Address
340 Madison AveNY, NY
10173
United States
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
140757Approved 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:
BeginnerDelivery 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:
BeginnerDelivery 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:
BeginnerDelivery 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:
IntermediateDelivery 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:
BeginnerDelivery Method:
- Group Live
Location:
- NC
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