Industry-leading software.
Incomparable service.
Unrivaled scale.

Profiles Professional v10.5

• Home

Training

• Training Program
• Start Planning

Support

• Contact Technical Support
• User Services
• Knowledge Base
• User Manual

Need more?

• Getting Started
• Optional Features
• Sample Reports
• Presentation Tools
• Data Gathering Tools
• Inside Profiles Newsletter

Product updates

• Update to v10.5
• Additional updates
• What's New in v10.5

Profiles Professional Training & Support

Start Planning

This module will enable you to

Identify and begin using the six steps in Profiles Professional to map your clients’ future.

• Discovery: Identify and prioritize your clients’ financial goals.
• Data gathering: Collect facts and figures based on your clients’ current situation.
• Analyze: Enter data, run calculations, and identify shortfalls.
• Recommend: Propose one or more solutions designed to meet your clients’ goals.
• Implement: Choose a financial situation and implement it.
• Periodic review: Review regularly to measure success and make adjustments.

Self Study Options	Cost	Time
View Video Clip	FREE	17 minutes
Download Learning Guide	FREE	Self-paced

Be among the first to hear about new training modules and schedules.

Add our RSS feeds.

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Seize income and expense opportunities : : Seize asset and liability opportunities : : Build retirement solutions : : Recommend life insurance strategies -------------------------------- Elective Modules : : Disability and long term care planning : : Education and Accumulation Goal analysis : : Estate Planning : : Retirement Distribution: : Increase sales opportunities with business owners: : Presentation Module

 

Please note that self-study training materials are not updated immediately with each new version release. Most of the self-study training materials you see here provide accurate instruction for the current version of the software. Updated Profiles Professional training materials are currently in development and will be coming soon.