Empower yourself with Addepar Academy, a series of classes designed to develop your skills and help you succeed with Addepar.

“The training course exceeded my expectations - it was a ten out of ten. I came out of there confident that I could proficiently use the software and perform many of my day to day activities after just three days.”
- JOE BORELLI, CLIENT ADVOCATE, MIRADOR LLC

“The trainers are fantastic and really, really good at what they do. They’re passionate, friendly, and approachable, and their level of knowledge runs really deep.”
- VADIM ZHITOMIRSKY, DIRECTOR - INVESTMENTS, SEVEN VALLEYS LLC

Form Title - #form-section

Empower yourself with Addepar Academy, a series of classes designed to develop your skills and help you succeed with Addepar.

Course Descriptions

Addepar Academy Online

We are excited you are interested in taking our on-demand online Academy courses. These courses span a variety of topics across the Addepar platform and are available to you at any time.

Addepar 200 Series: Power Users

This virtual live online course is three days, three hours daily. It will help you become a "Power User," who understands how to complete a wide range of tasks in Addepar and configure the system to meet your firm's unique needs.

The 200 series is divided into 4 modules: Portfolio Composition, Data Management, Portfolio Analysis, and Client Reporting & Communication.

Portfolio Composition breaks down the essential building blocks Addepar uses to create and maintain a portfolio.
Data Management covers making Addepar your own by designing ownership structures, managing attributes, and modeling alternatives. This section also includes instructions on using the Addepar Import tool.
Portfolio Analysis is a deep dive into the Analysis tool and how it can be leveraged to answer many client-based or portfolio management questions.
Client Reporting & Communication allows you to use your new skills to create scalable and clean reports you can share with your clients.

Jensen Hamblin

Jensen Hamblin is passionate about technology's impact on improving the finance industry and teaching individuals how to maximize that impact. Before Addepar, Jensen led trainings for a geographic information system used in the real estate industry. At Addepar, Jensen has continued that passion on the Academy team by teaching users how to leverage the platform effectively. Jensen graduated from Utah Valley University with a degree in Personal Financial Planning. This program is CFP® board-designated, focusing on preparing students to enter the wealth management industry. Jensen spends his free time reading, learning about technology and history, and exploring the outdoors in North Carolina.

Jensen Hamblin

Event Agenda - #agenda-section

Thursday, December 1st

11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 1 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 2 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 3 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 4 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 5 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 6 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 7 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 8 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 9 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 10 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 11 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 12 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 13 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 14 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 15 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 16 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 17 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 18 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 19 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 20 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 21 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 22 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 23 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 24 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.
11:00 - 11:30 AM ET 8:00-8:30 AM PT	Agenda Title 25 Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris bibendum odio semper aliquip commodo consequat.

(25) Speaker Section - #speaker-section

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