Profiles Professional v9.3

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Profiles Professional Training & Support

Core module:
Assets and Liabilities

This module will enable you to

Capture your clients’ current net worth position

• Enter holdings within qualified retirement and investment accounts
• Model contributions to accounts using timing events
• Adjust preferences affecting qualified plans
• Enter a residence
• Enter an adjustable rate mortgage linked to a real estate property
• Analyze your clients’ net worth position using related output pages

Self Study Options	Cost	Time
View Video Clip	FREE	16 minutes
Download Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Wednesday January 19 10:00 AM CT Tuesday February 8 10:00 AM CT Tuesday March 15 10:00 AM CT	$50 FREE	90 minutes
Register for Classroom training	Contact us	1-2 days

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Incomes & Expenses : : Assets & Liabilities : : Retirement Accumulation Analysis : : Manage and Allocate Assets -------------------------------- Elective Modules : : Protection Planning : : Education and Accumulation Goal analysis : : Estate Planning : : Retirement Distribution