Assigning Courses to PractifiU Users

Overview

PractifiU is a self-paced, on-demand training platform designed specifically for wealth management professionals using Practifi. You can help your team quickly and consistently master Practifi's workflows by assigning targeted courses or Learning Journeys that align with their roles and responsibilities.

• Assigning Courses
• About Learning Paths
• About Learning Journeys

Assigning Courses

As a Manager in PractifiU, you can assign specific courses, Learning Paths, or Learning Journeys to any user within your firm. To assign a course:

1. Log in to PractifiU using your Manager credentials. If you do not have Manager access and need to assign courses, contact your firm’s Customer Service Manager (CSM) or the Practifi Support team.
2. Select Enrollments from the primary navigation menu on the left-hand side of the PractifiU screen.
   
   
    
3. On the Enrollments page, choose one of the following:
   1. Select the course name to enroll the user in a specific course
   2. Select Switch to Learning Paths to assign a comprehensive learning path
   3. Select Switch to Learning Journeys to create a personalized learning experience
      
      
       

4. Select the user’s name from the Select Users list. You can also select the Switch to Groups hyperlink to view your firm’s entire group structure and assign the course to all users within a specific group.

   

5. Click Enroll to finalize the assignment.

   Optional: Enable the Re-enroll completed users? toggle before selecting Enroll to reassign a course to users who have already completed it. This setting is turned off by default.
    

About Learning Paths

Learning Paths are structured progressions designed for different roles within your firm. These standardized pathways ensure consistent training across your organization. Two paths are recommended:

• Undergraduate: Covers Practifi fundamentals and is intended for all users, including advisors, client service associates, and operations staff
• Graduate: Builds on foundational knowledge to cover advanced workflows and functionality. This path is intended for System Administrators, operations managers, and power users, and should be completed after the Undergraduate level.
   

About Learning Journeys

Learning Journeys are a newer training option that leverages both internal learner data (such as demographics, preferences, and performance metrics) and external data from integrated systems to create customized training experiences.

Key Features of Learning Journeys:

• Flexible Timing: Customize when users can access different courses based on their progress, role requirements, or organizational milestones
• Optional Coursework: Designate specific courses as optional, allowing learners to focus on areas most relevant to their development needs
• Role-Based Learning: Assign courses based on a user’s assigned role in PractifiU (such as advisor, marketing, operations, or client service)
• Adaptive Progression: The platform recognizes when learners have already enrolled in or completed courses, streamlining their journey and preventing redundant assignments

Note: Users can be enrolled in both Learning Paths and Learning Journeys simultaneously, allowing you to combine standardized training with personalized development.
 

Need Help?

Contact your firm’s CSM or Practifi Support for assistance with PractifiU access.