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Course

CLM Foundation

CLM Foundation is a foundation course for anyone wishing to learn about Pega Client Lifecycle Management for Financial Services as well as the associated concepts. Participants will become familiar with the architecture, standard portals and tools used to support the customer onboarding, offboarding and more.

Course

Implementing CLM

Implementing CLM is a course for system architects and anyone that needs to implement or extend technical aspects of Pega Client Lifecycle Management (CLM) for Financial Services. Participants learn how to use the tools provided with the platform to configure the CLM application to best fit business needs including the data model, risk model, customizing the user interface as well as adding new documentary requirements and products.

Course

Certification Drop-In

Availability is limited. Register for your free exam session today! All exams will be administered onsite at the respective location. Please make sure that you have created an account with PearsonVUE prior to attending.

Course

CLM Foundation

CLM Foundation is for anyone who wants to learn the foundation of Pega Client Lifecycle Management for Financial Services as well as the associated concepts. Participants learn about the architecture, standard portals and tools used to support the customer onboarding, offboarding and more.

Course

Implementing CLM

Implementing CLM is a course for system architects and anyone that needs to implement or extend technical aspects of Pega Client Lifecycle Management (CLM) for Financial Services. Participants learn how to use the tools provided with the platform to configure the CLM application to best fit business needs including the data model, risk model, customizing the user interface as well as adding new documentary requirements and products.