CUSTOMER TRAINING FAQs

How do I enroll in a training session?
How do I cancel my registration for a training session?
I missed my class. Can I reschedule?
What if the class I want to take is full or closed - is there a wait list?
I have not received my e-mail with access instructions.
I didn't receive my training materials in time for a Virtual Class.
When and how will I receive my training materials?
What do I need to participate in a Virtual Class or WebEx session?
How do I get CPE?


Q. How do I enroll in a training session?

A. To enroll in a class follow these steps:

  1. Locate the class by selecting search criteria in the Search for Training screen.
  2. Click the View Schedule button to view class dates and times. Note: If there is not a View Schedule button click the Upon Request button and complete the form to request a class.
  3. Click the Enroll button and complete all required fields on the class enrollment form.
  4. Click Sumbit Enrollment. You will receive a confirmation e-mail with class details.

Back To Top

 


Q. How do I cancel my registration for a training session?

A. Locate your class confirmation e-mail. Click the Cancel Enrollment link at the bottom of the e-mail and the cancellation form will be pre-populated with the correct class and your student information. Submit the form to cancel your enrollment.

Back To Top

 

Q. I missed my class. Can I reschedule?

A. Yes, all you need to do is enroll in another class. Go to Search for Training, locate and enroll in another class.

Back To Top

 

Q. What if the class I want to take is full or closed - is there a wait list?

A. At this time there is not a waitlist. You have two options:

  1. Enroll in a class at another date and time.
  2. Submit a request for a Private Virtual Classroom or an Onsite Training Class.

Back To Top

 

Q. I have not received my e-mail with access instructions.

A. There are three things you should try:

  1. Check your Spam folder.
  2. E-mail TTA R&G Customer Training with your class name, date, and time and request access instructions.
  3. Please call Customer Service at 1-800-323-8724 and press option 2. A representative will confirm your training request and send you a reminder e-mail message with access information.

Back To Top

 

Q. I didn't receive my training materials in time for a Virtual Class.

A. Refer to your reminder e-mail message. It contains a link to download the class materials.

Back To Top

 

Q. When and how will I receive my class materials?

A. For a Regional Seminar, you will receive an e-mail reminder approximately 3 business days prior to your class with the date, time, and address. Training materials will be provided at the session.

A. For a Virtual Class, you will either receive training materials through the mail approximately 1 week after you register. You can also access the training materials electronically by clicking the link included in your reminder e-mail.

Back To Top

 

Q. What do I need to participate in a Virtual Class?

A. You will need:

  • A computer with the Thomson Reuters Research & Guidance product installed and ready to use. (Login ID's, passwords, etc.)
  • Internet access
  • A phone line to access the teleconference. A speakerphone or headset.

Back To Top

 

Q. How do I get CPE?

A. During a virtual class, you will be asked to answer polling questions to verify your attendance throughout the session. By answering polling questions, you become eligible for CPE credit. You will receive your CPE certificate via e-mail after the training has occurred.

A. If you attended a regional seminar on on-site training, your instructor will give you details on how you will receive your CPE certificate.

Back To Top