Industry-leading software.
Incomparable service.
Unrivaled scale.
   
 

Profiles Professional Training & Support

Core module:
Income and Expenses


This module will enable you to

Capture your clients’ current and future cash flow position

  • Specify current year incomes
  • Enter future income sources using flexible timing events
  • Enter taxes withheld from your clients’ earnings
  • Specify current year expenses
  • Analyze your clients’ current cash flow position using related output pages
Self Study Options Cost Time
Acrobat View Video Clip FREE 12 minutes
Flash Download Self-study Guide FREE Self-paced

Instructor Led Options Cost Time
Flash Register for a Live, Web-based session $50 USD 90 minutes
Flash Register for Classroom training Contact us 1-2 days

Additional Resources
Flash 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.