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OnPoint EBP

OnPoint EBP Training

Why choose training with

With our training, your team can maximize productivity, utilize OnPoint EBP to its fullest capacity, and leverage the guided methodology for efficient, high-quality employee benefit plan audits.

*Training is available exclusively for firms with an OnPoint EBP license.


Training offerings to meet your needs


OnPoint EBP Essentials

The 4-hour OnPoint EBP Essentials Course is a virtual training designed to assist learners in using the software for an effective and efficient audit workflow in alignment with the OnPoint EBP methodology guide. The course also provides self-study exercises to reinforce the learning objectives through hands-on practice in the software.

Apr 4th
1 PM – 5 PM ET

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May 9th
1 PM – 5 PM ET

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Jun 13th
1 PM – 5 PM ET

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OnPoint EBP Enhanced Essentials

This private firm training includes integrated case studies and one-on-one guidance to help your firm make the most of the software. This interactive training is comprised of two 3.5-hour sessions and is designed to include up to 10 people in your firm.


Custom Training

Ask us how our courses and training content can be tailored to meet the specific needs or timeline of your firm.


OnPoint EBP On-Demand Self-Study Training

On-demand training allows you the flexibility to learning as your schedule permits. You gain access to a suite of integrated case studies, guidance, and self-study exercises to optimize proficiency of the software.


OnPoint A&A Suite Training

Looking for additional OnPoint A&A Suite Training? Training courses are currently available for OnPoint PCR, OnPoint Collaborate, OnPoint AnalyticsAI, and CaseWare Cloud.


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