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The Start Planning module is a single module that covers the following topics:

• Performing an initial needs analysis
• Creating a client file
• Choosing the most suitable analysis mode for each case
• Analyzing the current financial situation
• Identifying features in the Comprehensive mode

Registration Form – Live Web-Based Training – Profiles Professional

This Live Web Based Training session is supported by a Start Planning Guide. Use them together to enhance your learning.
Profiles Professional – Self Study Guide – Start Planning Module (PDF 664 K)

Participating in your sessions

Sessions are delivered via Webex, which is a free, online training platform.