Profiles Forecaster Training & Support
Training Program
In less than an hour, you’ll be creating presentation-ready results
Learn to quickly capture your clients’ financial information and create presentation-ready reports with Profiles Forecaster. The Profiles Forecaster Overview module is available in three formats so that you can cover the material using the method that best suits your learning style.
Objectives
- Create a client file and manage client cases
- Establish planning defaults
- Capture your clients’ financial needs and position
- Perform a financial needs analysis on a modular basis
- Generate and interpret key output reports and graphs
| Self Study Options | Cost | Time |
 Overview part 1: Modeling the Current Financial Situation |
FREE | 20 minutes |
| Overview part 2: Analyzing Output Pages |
FREE | 18 minutes |
 Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for Classroom training |
Contact us | 1-2 days |
| Additional Resources |
| Start Planning Case Study Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning. |
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