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PORTFOLIOCENTER Creating and Customizing Presentations in PortfolioCenter Document ID: SPT012095 Document Date: January 24, 2014, Document Version: 5.1 TABLE OF CONTENTS PRESENTATION SLIDES 3 GETTING
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The portfoliocenter webcast training manual is a document or guide that provides instructions and information on how to use the PortfolioCenter webcasting training platform.
Investment professionals, financial advisors, or anyone using the PortfolioCenter webcasting training platform may be required to file the training manual.
To fill out the PortfolioCenter webcasting training manual, users must follow the instructions provided in the document and enter all required information accurately.
The purpose of the PortfolioCenter webcasting training manual is to educate users on how to effectively use the platform and ensure compliance with regulations and best practices.
The training manual may require users to report their credentials, training history, usage of the platform, and any other relevant information.
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