The following training information is available to users of the new underwriting system for municipal securities.

User guides

• Offering Activity Processing User Manual (Part 1) (MS-Word, .doc)
• Offering Activity Processing User Manual (Part 2) (MS-Word, .doc)

E-learning and Web Simulation

Accessing the Curriculum and Simulations:

1. Click the following link, https://dtcc.knowledgeplanet.com, or type the address in your browser
2. on the DTCC Learning login screen, type the following information:
1. Name: Your e-mail address (all lower case)
2. Password: welcome (all lower case)
3. Click login or press Enter.
4. The curriculum and simulations you registered for will now appear on your Prescribed Learning Plan.
5. Click on the Curriculum or Simulation name to begin.

For assistance, please contact the Training Coordinator at 888.258.6393 or e-mail training_administrator@dtcc.com.