Profiles Forecaster Training & Support
Training Program
Develop a detailed financial needs analysis in less time
Learn to create a detailed financial needs analysis with Profiles Forecaster by completing a single module. The Profiles Forecaster Overview module is available in 3 formats so that you can cover the content using the method that best suits your learning style.
Self Study
Instructor-led
Profiles Forecaster Overview module
Create goals and financial targets that reflect your clients’ current financial needs. This 60-minute module teaches new users how to enter basic financial details into Profiles Forecaster, and to identify strategies that will help your clients’ reach their financial objectives.
