Profiles Professional
v7.6
Training & Support
Training Program
Guides
Developed by our expert training staff, the Guides provide step-by-step instructions on preparing Profiles Professional cases. You'll learn how to effectively use the fact finder to gather data, transfer data to the software, generate a custom output presentation and tips on how to conduct your closing interview with the client.
For your convenience, the training guides are offered to you at no charge. The following guides are available for download:
Professional Reference Guide for version 7.0
Professional Personal Learning Guide for version 7.6
Professional Advanced Planning Guide for version 7.6
Tutorials
Profiles Professional Getting Started
Master the steps to create a client case. Assessment tests are included. The Getting Started Tutorial lasts about 45 minutes and provides an overview of Profiles Professional and the basic steps for entering a case. Audio components, skill training, and assessment testing are included to enhance your learning experience.
Profiles Professional Advanced Training (for v7.0 and higher)
Upgrade your skills. Understand how tax-sensitive data, such as gifting and estate data, affects your results. Learn how to account for income & expenses in a detailed cash flow analysis, how to use Profiles Professional Monte Carlo functionality, and become familiar with the top client reporting tools that support each of these functions. This tutorial reviews the key tax-sensitive inputs-including gifting and estate data-and teaches the user how to account for income and expenses in a detailed cash flow analysis, explains the use of the Monte Carlo functionality, and reviews relevant output pages for each of these modules.
Profiles Professional Estate (for v7.2 and higher)
Become proficient in the latest estate-planning techniques. Five new estate analysis tools are available in the new Profiles Professional Estate Analysis module. Learn how to incorporate these tools and their supporting client reports in your practice. This training tutorial will help users become more familiar with version 7.2's new Estate Analysis module, teaching the user about the five estate analysis tools included in the application: Wills, Gifting During Life, RLTs, CSTs, and ILITs. The CD will not only show users how to incorporate these tools into their practices, it will cover changes to the Estate Preferences screen and detail the output pages that are used for each estate tool.
Just-In-Time Training
| Minimum Required Distribution (MRD) This step by step tutorial shows how to calculate the asset distribution among beneficiaries of an account using Profiles Professional. (7 mins.) |
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| Direct Income Sources Learn how to enter pension benefits and social security benefits as direct income sources in a financial analysis for the Financial Independence and Survivor modules of Profiles Professional. (15 mins.) |
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| Key Presentation Pages A detailed review of how to maximize use of the presentation pages, construct an effective proposal and how to organize the output pages from Profiles Professional to meet your clients goals. (15 mins.) |
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| Planning Preferences Detailed instruction on how planning preferences in Profiles Professional effect both input and output reports. (7 mins.) |
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Live, Web-Based Training
Live Web-Based Training is only available for the current version of Profiles software. For more information about this training option, visit the Profiles Professional Live, Web-Based Training page
