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Profiles Professional Training & Support

Training Program

Flexible modules help you build powerful plans in less time

The complete Profiles Professional training program is a collection of modules that are available in four learning methods, which are divided into self-study and instructor-led options. Module content is the same no matter which way you choose to learn it. Experiment until you find the method that best suits your learning style.

 

Start Planning

This single module takes a straightforward approach to teaching new users how to review a client’s current situation and create a basic plan from start to finish.

Start Planning

 

Core Modules

Core Modules provide users with a fundamental understanding of traditional planning features so that they can add detail to client plans.

Incomes & Expenses

Assets & Liabilities

Retirement Accumulation Analysis

Manage and Allocate Assets

 

Elective Modules

Elective Modules cover more specialized topics so that users can address unique client cases.

Protection Planning

Education and Accumulation Goal analysis

Estate Planning

Retirement Distribution