About the Content
This course is designed to guide new advisors through the essential steps of getting started with AppVentory Practice. Whether you're joining as an individual advisor or as part of a larger team, you’ll learn how to create your account, activate your advisor role, and set up a fully functional Advicor Practice Workspace.
Prerequisite Courses:
Categories
Set Up Your Account
Progress
Not started
Outline
-
Account Setup
- Learning Outcomes
- Video: Creating an account in AppVentory (2 mins)
- Video: Configuring Your AppVentory Advisor Workspace (3 mins)
- Summary
About the Content
This course is designed to guide new advisors through the essential steps of getting started with AppVentory Practice. Whether you're joining as an individual advisor or as part of a larger team, you’ll learn how to create your account, activate your advisor role, and set up a fully functional Advicor Practice Workspace.
Prerequisite Courses:
Outline
-
Account Setup
- Learning Outcomes
- Video: Creating an account in AppVentory (2 mins)
- Video: Configuring Your AppVentory Advisor Workspace (3 mins)
- Summary
Categories
Set Up Your Account