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Profiles Forecaster v5.5

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Profiles Forecaster Training & Support

Training Program

Create plans quickly and efficiently

Learn to quickly capture your clients' financial information and create presentation-ready reports with Profiles Forecaster. The complete Profiles Forecaster training program consists of five modular videos that are designed to provide you with the skills necessary to perform a financial needs analysis and present recommendations tailored to your clients.

Guided Tour Explore Profiles Forecaster by opening a Sample Case from the left-hand navigation bar in the application.  You can print reports, update plans, and create new ones.  Click the Help button in the top navigation bar for explanations and tips.  Guided Tour

Profiles Forecaster Training Program Videos These videos delve into specific features of the application to help you take advantage of Profiles Forecaster's capabilities and provide added value and detail to your clients' plans. Analyze retirement needs Analyze survivor needs Analyze college funding needs Analyze asset allocation needs Analyze disability and long-term care needs

Contact our training department at (888) 692-3474, option 5 to arrange either an in-person or live, Web-based training session.