Profiles Professional Training & Support
Core module:
Manage and Allocate Assets
This module will enable you to
Capture your clients’ current plans for asset management and reallocation.
- Assign assets to retirement, survivorship, education, or accumulation goals
- Designate assets intended to receive surplus and lump income
- Model the sale or downsize of a residence
- Designate the order assets are to be redeemed to cover goals
- Specify your clients’ current asset reallocation plans
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 17 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. |
