Profiles Professional Training & Support
Start planning
This module will enable you to
Understand the process of creating a case from start to finish
- Create a client case
- Select an appropriate analysis mode for your clients
- Enter your clients’ current financial and goal information in an Express case
- Identify survivorship analysis settings
- Implement reallocation and savings strategies into what-if scenarios to increase the success of retirement
- Compare current and recommended scenarios using output pages
- Upgrade a case
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 28 minutes |
 Download Participant Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
FREE | 90 minutes |
| Register for Classroom training |
Contact us | 1-2 days |
| Additional Resources |
| Start Planning 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. |
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