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Manulife Wealth Digital Onboarding Program (MWIDOP2024)


Description
Participate in our Digital Onboarding Program to learn everything you need to know about Manulife Wealth to accurately process and efficiently administer your business. Designed to familiarize you with our technology platform and required tools – allowing you to learn core concepts and business processes to effectively onboard your clients and their accounts into Manulife Wealth and understand the compliance regulations and requirements that govern your daily activities.

All content is presented through progressive training material, including video demonstrations of working within our platform.

Note: If you are licensed or planning to become licensed, completion of this program is required as part your applicable new registrant training requirement, as outlined in Manulife Wealth’s Compliance Manual (Section 2.5 “New registrant training program”).

ALL learning objects must be completed in order to complete the program.
Content
  • Digital Onboarding Program
  • Introduction to the Digital Onboarding Program
  • Introduction to Manulife Wealth Compliance
  • Quiz - Introduction to the Program and Compliance
  • Welcome to Manulife Wealth
  • Service and Support Model
  • Quiz - Welcome to Manulife Wealth
  • Introduction to tools and technology
  • Technology ecosystem
  • Introduction to uAccounts
  • Navigating Knowledge Centres
  • Investor Portal and Client Experience
  • Quiz - Introduction to tools and technology
  • Account opening and maintenance
  • Introduction to Account Opening
  • Account Opening via uOpen: Individual and Joint Accounts (New Client IDs)
  • Account Opening via uOpen: Individual and Joint Accounts (Existing Client IDs)
  • Account Opening via uOpen: Entity and Trust Accounts (New Client IDs)
  • Manual Account Opening via uDirect (New and Existing Client IDs)
  • KYC and Client Updates
  • Quiz - Account opening and maintenance
  • Deposits, transfers and withdrawals
  • Transacting Day-to-Day Business
  • Deposits, Withdrawals and Money transfers
  • Updating Banking and Recurring Events
  • Exchanging Foreign Currency
  • Quiz - Deposits, transfers and withdrawals
  • Placing trades and reporting
  • Mutual Fund and GIC Trading
  • Equities, Options, and Bulk Trading
  • Managing Corporate Actions
  • Trading Fixed Income
  • Quiz - Placing Trades and Reporting
  • Product and Programs
  • Specialty Program Fees
  • Premier Accounts
  • Quiz - Product and Programs
  • BEST PRACTICES
  • Best Practices
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever