Profiles Forecaster Training & Support
Live Web Based Training
Join a virtual classroom
Cover the Profiles Forecaster Overview module using the Live, Web-Based Training option. Get your questions answered by an EISI Training Specialist in an interactive, real-time event that allows you to participate at your computer.
2008 Registration Form – Live Web-Based Training – Profiles Forecaster
Duration: 60 minutes
This Live Web Based Training session is supported by a Participant Guide. Use them together to enhance your learning.
Profiles Forecaster Participant Guide
Learning objectives
Create goals and financial targets that reflect your clients’ current financial needs. The Profiles Forecaster Overview 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.
