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Learn to Work in Financial Services Cloud
Get a comprehensive view of your financial services customers so you can better meet their needs.
+2,200 points
Beginner
End User
~2 hrs 10 mins
+2,200 points
Beginner
End User
~2 hrs 10 mins
+200 points
Module
Financial Services Cloud for Users
Learn the basics of working in Financial Services Cloud and watch your productivity soar.
~25 mins
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+2,000 points
Module
Client Management with Financial Services Cloud
Understand households, manage accounts, and track interactions with your customers.
~1 hr 45 mins
showShow 4 Units
~2 hrs 10 mins