Profiles Professional Training & Support
Core module:
Retirement Accumulation Analysis
This module will enable you to
Define your clients’ retirement goal, implement your recommendations, and present them to your clients
- Specify the retirement time horizon and monthly income need
- Define the income need at different ages through retirement
- Assess what-if retirement scenarios
- Implement retirement strategies into a comparison case
- Use output pages to compare and explain results
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 20 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. |
