CUSTOMER SERVICE

Internal: On Demand Training Overview and Troubleshooting

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On-Demand Training is offered via CSWeb. The Customer Service Department is responsible for service and support for On-Demand Training.

On-Demand Basics

A list of currently available courses can be found on the CS Professional Suite website, please direct external users here.  

Repurchasing a session

When a firm buys an On-Demand class, they own it for six months from purchase date. In the first five months, if a staff member in the firm tries to purchase the same class the firm already owns, the Sales team will alert them and not let them purchase it in duplicate. After five months (in the last month of owning the class), if a staff member goes to purchase the same class, we would allow them to purchase it and they would have the new six months they purchased for their firm plus the remaining days (month) from the initial purchase.

Confirmation

There are several confirmation emails a firm could receive that contain the login/access credentials. The following subject lines are examples of training confirmation emails:

On-Demand Training Confirmation Email

Troubleshooting

If a firm is unable to view the training, there are several items to check:

Client Training

On Demand Training Bundle