4 Steps to Successful CAT Onboarding and Certification


David Campbell – Where is your firm in the onboarding process right now?

  • Have you read all the documents and signed all the necessary legal agreements to gain entry into the CAT testing environment?
  • Have you determined your default reporting ID?
  • Have you begun to assign your account administrators for CAT?
  • Have you signed up your reporting agents?

And most important: Will you be ready for industry testing when it starts on Dec. 16, 2019?

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