Guides

Developed by our expert training staff, the Guides provide step-by-step instructions on preparing Profiles Professional cases. You'll learn how to effectively use the fact finder to gather data, transfer data to the software, generate a custom output presentation and tips on how to conduct your closing interview with the client.

For your convenience, the training guides are offered to you at no charge. The following guides are available for download:

Tutorials

Profiles Forecaster v2.5
Cover the basics. Learn how to enter the appropriate data in each of the five Profiles Forecaster modules, and become familiar with the application’s key client reports. This tutorial illustrates how to properly enter data for each of Profiles Forecaster's five modules: Survivor Needs, College Funding, Retirement Funding, Disability Analysis, and Long-Term Care Analysis. It provides a detailed breakdown of key Retirement Funding and Survivor Needs output pages along with additional instruction on the use of the optional basic Asset Allocation module.

Just-In-Time Training

Profiles Forecaster Asset Allocation Learn how to illustrate a detailed portfolio using Asset Allocation module in Forecaster.

Live, Web-Based Training

Live Web-Based Training is only available for the current version of Profiles software. For more information about this training option, visit the Profiles Forecaster Live, Web-Based Training page.

Presentation Tools

Annotated Sample Reports
		Show the details behind the client report pages. Helpful tips and explanations that point to specific graphs and calculation on each page make sample reports a great handout for prospective clients.
Achieve Financial Security Brochure
		Motivate prospects to take the next step. Use this brochure to outline the planning process and describe value-added services that help your clients achieve financial security.