Strategic Planning - Fund Management Onboarding Video

Strategic Planning - Fund Management Onboarding Video

This short video will provide an overview of onboarding properties within Strategic Planning.

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About this course

After watching this Strategic Planning (previously Investment Modeling) video, viewers will:

  • Understand Strategic Planning terminology.
  • Onboard existing entities (funds, investments, and properties).
  • Onboard new entities.
  • Navigate your way around properties.

Curriculum

  • Fund Management Onboarding
  • Survey

About this course

After watching this Strategic Planning (previously Investment Modeling) video, viewers will:

  • Understand Strategic Planning terminology.
  • Onboard existing entities (funds, investments, and properties).
  • Onboard new entities.
  • Navigate your way around properties.

Curriculum

  • Fund Management Onboarding
  • Survey