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FINEOS Training Course Catalogue

FINEOS training courses are designed by an expert team of FINEOS training consultants in partnership with technical and business personnel.

Business Training Curriculum

Course Category - OVERVIEW

Courses in this category take the format of a lecture style presentation i.e. non-practical. They are intended to give participants an overview of a particular capability of the FINEOS product through demonstration rather than participation. The desired effect is for participants to 'SEE' how a particular part of the product works in order to facilitate communication with colleagues.

• FTB-F-001 - FINEOS GUI Overview - Front Office
• FTB-C-001 - FINEOS GUI Overview - Claims
• FTB-P-001 - FINEOS GUI Overview - Payments
• FTB-F-002 - FINEOS Configuration Overview - Front Office
• FTB-C-002 - FINEOS Configuration Overview - Claims
• FTB-P-002 - FINEOS Configuration Overview - Payments

Course Category - GUI USAGE

Courses in this category take the format of a tutor-led practical. The desired effect for participants on completion of these courses is an acquisition of skills i.e. to 'KNOW' how to use a particular area of FINEOS product. Participants are led through practical exercises relevant to the particular skills area, directed and assisted by the tutor.

• FTB-F-003 - FINEOS Basic Navigation
• FTB-F-004 - FINEOS GUI Usage - Front Office
• FTB-C-003 - FINEOS GUI Usage - Claims
• FTB-P-003 - FINEOS GUI Usage - Provider Payments
• FTB-P-004 - FINEOS GUI Usage - Recurring Payments
• FTB-P-005 - FINEOS GUI Usage - Single Due Payments
• FTB-P-006 - FINEOS GUI Usage - Ad-hoc Payments

Course Category - CONFIGURATION

Courses in this category take the format of a tutor-led practical. The desired effect for participants on completion of these courses is an acquisition of skills i.e. to 'KNOW' how to use a particular area of FINEOS product. Participants are led through practical exercises relevant to the particular skills area, directed and assisted by the tutor.

• FTB-F-005 - FINEOS Basic Configuration - Management Console
• FTB-F-006 - FINEOS Intermediate Configuration - Front Office
• FTB-F-007 - FINEOS Intermediate Configuration - Rules Manager
• FTB-F-008 - FINEOS Intermediate Configuration - GUI
• FTB-C-004 - FINEOS Intermediate Configuration - Claims
• FTB-P-007 - FINEOS Intermediate Configuration - Provider Payments
• FTB-P-008 - FINEOS Intermediate Configuration - Recurring Payments
• FTB-P-009 - FINEOS Intermediate Configuration - Single Due Payments
• FTB-P-010 - FINEOS Intermediate Configuration - Ad-hoc Payments

Technical Training Curriculum

Course Category - OVERVIEW

Courses in this category take the format of a lecture style presentation i.e. non-practical. They are intended to give participants an overview of a particular capability of the FINEOS product through demonstration rather than participation. The desired effect is for participants to 'SEE' how a particular part of the product works in order to facilitate communication with colleagues.

• FTT-CI-001 - FINEOS Customisation I Overview - AVAILABLE SOON
• FTT-CII-001 - FINEOS Customisation II Overview - AVAILABLE SOON

Course Category - CUSTOMISATION I

Courses in this category take the format of a tutor-led practical. The desired effect for participants on completion of these courses is an acquisition of skills i.e. to 'KNOW' how to use a particular area of FINEOS product. Participants are led through practical exercises relevant to the particular skills area, directed and assisted by the tutor.

• FTT-CI-002 - FINEOS Customisation I - Front Office Data Model
• FTT-CI-003 - FINEOS Customisation I - Claims Data Model
• FTT-CI-004 - FINEOS Customisation I - Payments Data Model
• FTT-CI-005 - FINEOS Customisation I - Technical Architecture
• FTT-CI-006 - FINEOS Customisation I - Portal Infrastructure

Course Category - CUSTOMISATION II

Courses in this category take the format of a tutor-led practical. The desired effect for participants on completion of these courses is an acquisition of skills i.e. to 'KNOW' how to use a particular area of FINEOS product. Participants are led through practical exercises relevant to the particular skills area, directed and assisted by the tutor.

• FTT-CII-002 - FINEOS Customisaton II - Document Production
• FTT-CII-003 - FINEOS Customisaton II - e-Forms
• FTT-CII-004 - FINEOS Customisaton II - Routing Rules
• FTT-CII-005 - FINEOS Customisaton II - Rules Manager