In-person training sessions will cover all major topics of the Federal Registration process during one all-day session. Institution users will learn how to:
- Set up their account, create users, register “Two Factor Credentials“ from VeriSign, and submit the Form MU1R
- Create MLO users accounts and records, manage the MU4R process, create and complete a Batch Upload, pay MU4R fees, understand the Criminal Background Check process, and view the Composite MLO record
- Instruct your MLOs on how they can: update and attest to their MU4R filing, complete the fingerprint process, understand notification emails, view their Composite MLO record, and grant their institution access (if necessary)
- Confirm employment automatically and manually, reject an employment, request a correction, and terminate an employment.
Dates (click to register)
NOTE: When you click on a link below, you will be redirected to the CSBS website to register. You will need to create a login ID on the CSBS website if you do not have one.
Rockville, MD (outside Washington, DC) - Tuesday, June 28th, 2011, 9am to 5pm (CANCELLED DUE TO INSUFFICIENT REGISTRATIONS)
FINRA Training Facility
9513 Key West Boulevard, Rockville, MD
Orlando - Thursday, February 10, 2011
This session will be offered as part of the NMLS User Conference. The conference will also give users a chance to hear from their federal regulator and to talk one-on-one with NMLS Federal Registration specialists. To learn more about the conference, visit the NMLS User Conference Website.
Chicago - Tuesday, February 15, 2011, 9am to 5pm (local)
Chicago Marriott Downtown Magnificent Mile
540 North Michigan Avenue (driveway entrance on 541 North Rush Street), Chicago, Illinois 60611
For accommodations, call (312) 836-0100 or go to the Chicago Marriott Website
Dallas - Thursday, February 17, 2011, 9am to 5pm (local)
Dallas/Addison Marriott Quorum by the Galleria
14901 Dallas Parkway, Dallas, TX 75254
For accommodations, call (972) 661-2800 or go to the Dallas Marriott Website
San Diego - Tuesday, February 22, 2011, 9am to 5pm (local)
San Diego Marriott Hotel & Marina
333 W Harbor Drive, San Diego, CA, 92101-7709,
For accommodations, call (619) 234-1500 or go to the San Diego Marriott Website
Boston - Thursday, February 24, 2011, 9am to 5pm (local)
Renaissance Boston Waterfront Hotel
606 Congress Street, Boston, MA, 02210-2803
For accommodations, call (617) 338-4111 or go to the Renaissance Boston Website
The registration fee is $140 (except for the User Conference session). Lunch will be provided.
If you need assistance registering for an event, contact Rose Shaheen at (202) 728-5710 or email@example.com.