Asset-Map Training for Equitable Financial Professionals

Join your colleagues and register for Asset-Map's exclusive and live upcoming training sessions.

Use the registration buttons below to save your spot today!

Training Session #1

Leveraging Asset-Map for Client Discovery & Profiling
Thursday, August 27th, 2026 @3:00 - 4:30 pm ET

Training Session #2

Enhancing Strategy & Implementation with Asset-Map
Thursday, September 24th, 2026 @3:00 - 4:30 pm ET

Get Started Fast with No-Cost Training

LiaJean McHenry ("LJ")

Our Senior Training Manager, LiaJean, is a seasoned Fintech training professional and has delivered hundreds of courses, both in-person and virtually.

She looks forward to leading high-level, strategic lessons that will improve your Asset-Map experience by providing a deep dive into our client engagement platform.

FAQs

If you need additional assistance, please contact us at support@asset-map.com.

Recordings will be made available on this site after each event.

Q: How do I register?

A: After you click the register now button, you will be redirected to the Meeting Registration page on Zoom. Please fill out the required fields and click register.

Q: What happens after I register?

A: After clicking the 'register' button, you will be redirected to the Meeting Registration Approved page. From here, you will be able to add the sessions to your calendar (circled) for easy access on the day of the event.

You will also receive an email confirming your registration.
This email will contain a link to join the sessions on the day of the event.

Q: How do I join the Zoom meetings for both days?

A: If you previously added the meeting to your calendar from the Meeting Registration Approved page, you'll be able to view and click the link in the calendar event to join the session in progress.

Alternatively, you can locate the confirmation email received after registering for the event and use the link provided to join the session in progress on the day of the event.

Q: Do I need to download Zoom?

A: After clicking the 'register' button, you will be redirected to the Meeting Registration Approved page. From here, you will be able to add the sessions to your calendar (circled) for easy access on the day of the event.

You will also receive an email confirming your registration. This email will contain a link to join the sessions on the day of the event.

Q: Will the sessions be recorded?

A: Recordings of both days will be made available on this site. These will be password-protected, and you will be provided with the password at the conclusion of each session.

Q: Will I be able to ask questions during the live sessions?

A: Absolutely! You will be able to use the chat feature in Zoom to submit questions to the Asset-Map team. We will have dedicated support members monitoring and answering questions in the chat.

Q: Should my camera be on during the live sessions?

A: All attendee lines will be muted for audio-recording quality. While you will have the ability to turn your camera on, we ask that it remain off for the duration of our time together. Attendees will be reminded of Zoom best practices at the beginning of each day.