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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
Acrobat View Video Clip FREE 28 minutes
Flash Download Participant Guide FREE Self-paced

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

Additional Resources
Flash 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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