Your owner’s manual

Your Profiles Professional Reference Guide is like an owner’s manual. It describes the features of the application, and aims to familiarize you with Profiles Professional user interface. Topics covered include:

• Program Functionality
• Choosing an Analysis Mode and Setting Up the Client Case
• Gathering and Entering Client Data
• Client Presentations
• Gathering and Entering Business Client Data

Profiles Professional v8.0 Reference Guide (PDF 7.81 MB)

Training

EISI’s professional Training Specialists have developed a flexible, modular training program that strives to connect your financial planning skills with the features of the application. All modules are available in self-study and instructor-led formats to accommodate various types of advisors, learning styles, and schedules. Explore your training options.