Profiles Professional Training & Support
Core module:
Assets and Liabilities
This module will enable you to
Capture your clients’ current net worth position
- Enter holdings within qualified retirement and investment accounts
- Model contributions to accounts using timing events
- Adjust preferences affecting qualified plans
- Enter a residence
- Enter an adjustable rate mortgage linked to a real estate property
- Analyze your clients’ net worth position using related output pages
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 16 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
$50 USD | 90 minutes |
| Register for Classroom training |
Contact us | 1-2 days |
| Additional Resources |
| Core Module Case Study Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning. |
Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the Profiles Professional v8.0 training materials you see here are still relevant for v9.0.
