Proficiency Training Release Schedule

Our 2020 On-Demand Training calendar can be found here! These training sessions will be available on their respective dates. To access, you will need to be signed into the Help Center. If you are interested in a training session at a later date, you can simply Follow the Article and when the Article is updated, you will be notified. 

PensionPro Fundamentals
Familiarize yourself with basic PensionPro features and functions, such as Dashboards, Worktrays, Time Tracking, Menu options, and Search.
Event Management Fundamentals
New to Event Management? Join us for a walk-through of the configuration setup and creation of Event Management tracking.
May 26, 2020
Project Building Fundamentals
Learn about all the components of PensionPro's project feature. Gain general project template knowledge to apply to creating your own project templates.
June 15, 2020
Blast Email Fundamentals
Looking for a communication tool to reach out to clients and influencers? Learn about Blast Email functionality to enhance your client service.
July 13, 2020
Fetch Fundamentals
Are you new to Fetch? If you're ready to start building custom queries to generate reports exclusive to your firm's needs, join us for a walk-through of how to create basic queries.
July 27, 2020
Merge Documents Fundamentals
New to Merge Documents? Join us for a walk-through of how to make your Word documents populate with data stored in PensionPro with only a few clicks. We'll give you the basics on how to get started.
August 10, 2020
Understanding the SalesPitch Interface
Take a tour of the different screens of SalesPitch to better understand the metrics and data stored in PensionPro's sales tool.
August 17, 2020
Distribution Fundamentals
The Distribution Module harbors some of the most used workflows in PensionPro. This training will go through the interface and give you a basic understanding of the module.
August 31, 2020
Onboarding Fundamentals: New Clients & Employees
Learn the basics of how to put process around the creation of new Clients and Employees in PensionPro.
September 21, 2020
PlanSponsorLink Fundamentals
PlanSponsorLink is more than just a data collection tool. Join us for a walk-through of all the capabilities offered by PensionPro's client portal.
October 19, 2020
Annual Administration Project Fundamentals
The Annual Administration process in PensionPro follows you through most of the year. This training will give you an overview of the entire process prior to launch.
November 16, 2020

Having trouble logging into the Help Center? Refer to the article Getting Access to PensionPro’s Help Center.

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    Amanda Klein

    Thanks, I listened to the PP Fundamentals that was released today. I noticed that if I pause, I cannot go back to listen to a portion of the webcast again. It will only start back over. It would be nice to be able to go back to only the portion I need to hear again. Is this something you can change on your side?