Profiles Professional Training & Support
Elective module:
Education and Accumulation Goal analysis
This module will enable you to
Define and analyze education and accumulation goals
- Adjust default goal preferences
- Establish an education goal using the college cost search feature to set the expense
- Enter accumulation goal details
- Specify goal funding assets
- Analyze the clients current abilities to meet the goals
- Create a comparison case and implement recommendations
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 15 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 |
| 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. | ||
