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+2,400 points
Trail

Learn to Work in Financial Services Cloud

Get a comprehensive view of your financial services customers so you can better meet their needs.

~3 hrs
+200 points
Module

Financial Services Cloud for Users

Learn the basics of working in Financial Services Cloud and watch your productivity soar.

~35 mins
+2,000 points
Module

Client Management with Financial Services Cloud

Understand households, manage accounts, and track interactions with your customers.

~1 hr 45 mins
+200 points
Module

Client List Growth with Financial Services Cloud

Grow your business with referrals and metrics.

~40 mins
~3 hrs