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Learning Objective:
Participants will develop the skills to use AssetWriter
field examination software to perform field
examinations. The course provides the proper
procedures for setting up a new examination, completing
the writeup, printing workpapers, importing from other
examiners (consolidations)and workpaper inputs.
Students will be able to use these skills to navigate
the software when performing field examinations.
CPE Credit:
13 Hours
Prerequisites:
Students should be familiar with the field examination
procedures used in asset based lending.
Advanced
Preparation: AssetWriter must be
installed and licensed on the student's computer.
User must have Administrator Rights to allow
installation of course files from download or via
USB key.
Delivery Method:
Group Internet (Webinar) Group Live upon request
Course Level:
Basic.
Field of Study:
Computer & Software Applications
Updates and Review: FinSoft releases
updates at least quarterly for all software products.
The internal review process in ongoing and all software
is release with extensive regression testing and review
by programmers, accountants and reviewers. Release
notes are available to all licensed users on the
download page. These updates are incorporated into
the training as new features or significant screen
layout are added so that the course is based on the most
recent release of the software.
Registration:
Contact Clear Choice Seminars, Inc. at
www.ccsiweb.com
(see Contact page)
or by phone at 410 747-7994 for more information and
group pricing.
Background
This course is taught by Clear Choice Seminars, Inc., with the instructor
being Mr. Caplan, one of the FinSoft, LLC owners. The course teaches students the
fundamentals of using AssetWriter and builds the skills needed to understand
and use the more sophisticated features.
Field examination time is reduced with
AssetWriter and
reports that once took days can be printed and written-up in hours. This course
leverages the benefits of the time saving features that
AssetWriter
provides by highlighting the analytical tools and teaching interpretive skills to
students.
The course is open to licensed users of
AssetWriter.
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