Self-Paced Training & Job Aids

Access training presentations and job aids covering a variety of topics including SUMMIT, frequently used account codes and more.

Self-Paced Training

SUMMIT Self-Paced training demonstrations (requires login)

• Access SUMMIT video presentations at anytime.  The trainings include an overview of the SUMMIT reporting tool as well as dashboard and report specific presentations. 
  • Internet Explorer is the preferred browser to access the video presentations.

Training & Reference Materials

Training & Reference (requires login)

• Access job aids and reference materials covering a variety of Financial Services topics.