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Profiles Professional v9.3

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Profiles Professional Training & Support

Elective module:
Education and Accumulation Goal analysis

This module will enable you to

Define and analyze education and accumulation goals

• Adjust default goal preferences
• Establish an education goal using the college cost search feature to set the expense
• Enter accumulation goal details
• Specify goal funding assets
• Analyze the clients current abilities to meet the goals
• Create a comparison case and implement recommendations

Self Study Options	Cost	Time
View Video Clip	FREE	15 minutes
Download Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Wednesday February 23 10:00 AM CT	$50 USD	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