ARTA Deposit for Credit Unions — Introductory Training

Introductory training is required for first-time users of ARTA Deposit.

Introductory Training Schedule

Introduction to the ARTA Deposit Documentation System for Credit Unions

Our approach to software training is instructor-led and participant-centered. Skills learned in the workshop are applied and reinforced in hands-on exercises. Practice time is incorporated into the course, including supervised lab time for participants to apply and augment their skills with the software.

Duration:

• Two days

Options & Cost:

• $600 per workstation either 1 or 2 people) in one of our Training Centers (See Schedule)
• Travel-related expenses are the responsibility of the financial institution.

Prerequisites:

• Participants should feel comfortable using a mouse and with the basic features of Microsoft® Windows® applications.
• At least one participant should have a thorough understanding of your organization's account policies, processes and products.
• At least one participant should be familiar with your state and federal regulations.

Course Content:

• Navigating and using the Help tools
• Setting up your financial institution's information and users
• Defining disclosure and account term policies for your deposit products
• Processing deposit account transactions, including checking, savings, time accounts and IRAs using ARTA Deposit for Credit Unions
• Saving and recalling deposit account transactions
• Using ARTA Deposit for Credit Unions utilities
• Identifying key activities to complete after training as you begin implementation of ARTA Deposit for Credit Unions at your financial institution

Setup Guide:

For more information or to register, please contact our Training Coordination Staff at (800) 274-2711, Ext. 124002 or e-mail us at sues@wolterskluwer.com.