Master the essentials with the speed you need
Practical and strategic learning to optimize processes, expand knowledge, and generate results in daily professional routines
Objective training for real market challenges
SUMAQ Educ Fast and Practical Courses were developed for professionals and companies seeking efficient, applied technical qualification aligned with the operational demands of the capital markets.
With a practice-oriented methodology, the training provides targeted learning for day-to-day corporate activities, allowing participants to develop applicable skills from the first sessions.
The courses cover everything from operational fundamentals to advanced resources related to the Workiva platform, financial document management, process automation, data organization, smart spreadsheet construction, and operational flow optimization.
Led by specialists with practical market experience, the training combines technical knowledge, strategic application, and guidance focused on companies' real operating context.
A structure designed for maximum efficiency
The training was structured to provide flexibility and strong content absorption, enabling practical integration into professional routines without compromising team operations.
Differentials of Fast and Practical Courses
Available Courses
Explore courses designed to accelerate teams' technical development and expand organizations' operational efficiency.
Essential Resources for Creating Spreadsheets with Workiva
Practical training focused on creating smart spreadsheets, calculations, charts, automations, and data connections within the Workiva platform. The training covers everything from formatting fundamentals to advanced productivity and data update resources.
Main topics covered
- Spreadsheet construction and organization
- Formulas and calculations
- Charts and data visualization
- Links between spreadsheets
- Connections with databases
- Roll Forward and information updates
- Productivity and automation resources
Operational Actions and Initial Navigation in the Workiva Universe
Training focused on initial navigation in the Workiva platform, file organization, collaboration, permissions, and operational fundamentals for efficient use of the corporate environment. The course provides a solid foundation for participants to build autonomy and confidence in the platform.
Main topics covered
- Platform navigation
- File and folder management
- Roles and permissions
- Introduction to documents and spreadsheets
- Data linking
- Environment customization
- Security and compliance
Project Management with Workiva Processes
Course focused on creating, configuring, and managing automated processes within Workiva, enabling greater operational control, task automation, and corporate workflow optimization.
Main topics covered
- Process configuration
- Task and approval management
- Operational monitoring
- Certifications and change control
- Workflow automation
- Operational best practices
Essential Resources for Financial Documents
Training focused on creating, editing, reviewing, and preparing financial documents within the Workiva platform, including real-time collaboration, change tracking, and preparation for regulatory filings.
Main topics covered
- Financial document structuring
- Editing and formatting tools
- Comments and collaborative review
- Version control and blacklines
- Introduction to iXBRL
- Security and risk minimization
Custom Training
In addition to the structured courses presented above, SUMAQ Educ also develops customized training according to each company's operational and strategic needs.
Training can be organized in different educational hour formats, depth levels, and learning journeys, allowing greater flexibility for teams and organizations.
To learn about the available models and understand which format best serves your company, talk to a specialist or access the Personalized Knowledge Insights area.
Training aligned with the reality of the market
SUMAQ Educ contributes to team development through customized, results-focused training, driving technical qualification, operational efficiency, and adaptation to the constant demands of the capital markets.
Our courses were developed to transform knowledge into practical application, promoting greater operational security, process standardization, and continuous team evolution.
Talk to SUMAQ Educ and discover the ideal training for your team.