Profiles Professional v9.3

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Profiles Professional Training & Support

Core module:
Income and Expenses

This module will enable you to

Capture your clients’ current net worth position.

• Specify current year incomes
• Enter future income sources using flexible timing events
• Enter taxes withheld from your clients’ earnings
• Specify current year expenses
• Analyze your clients’ current cash flow position using related output pages

Self Study Options	Cost	Time
View Video Clip	FREE	12 minutes
Download Self-study Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Tuesday January 18 10:00 AM CT Monday February 7 10:00 AM CT Monday March 14 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

Please note that self-study training materials are not updated immediately with each new version release. Most of the self-study training materials you see here provide accurate instruction for the current version of the software. Updated Profiles Professional v9.2 training materials are currently in development and will be coming soon.