Course curriculum

  • 1

    Get started

    • Welcome

    • Risk Overview

    • Learning Outcomes
  • 2

    Chapter 1: Case Review Process

    • Step by Step Salesforce Review

    • How to log a DQ Case

    • DQ Case Status Menu Options

    • Role of analysts in the DQ Case Review Process

    • Logging DQ Cases for Recerts
  • 3

    Chapter 2: Disclosure Documentation Process

    • Standardized, Full and Industry Disclosures
  • 4

    Chapter 3: Direct Involvement vs. CCII

    • Direct Involvement vs. Clients
  • 5

    Chapter 4: Understanding the Risk Self Identifier

    • Risk Self Identifier
  • 6

    Resources

    • Resources