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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
Acrobat Overview part 1: Modeling the Current Financial Situation FREE 20 minutes
Acrobat Overview part 2: Analyzing Output Pages FREE 18 minutes
Flash Learning Guide FREE Self-paced
 
Instructor Led Options Cost Time
Flash Register for Classroom training Contact us 1-2 days