Since a large investment is made in your software purchases, it makes good sense to invest the time it takes to learn the programs. Some professionals will spend considerable time trying to self-teach, while others will invest to save time. The options we offer can help you fully utilize the applications while saving time and money.

Various training services are available for the software products we offer. Training for asset allocation and ACT! contact management software are currently offered.

Key Benefits of Our Training

• Spend less time getting up and running
• Improve your knowledge of the underlying portfolio theory
• Learn from experienced professionals who use the software and are familiar with the client/advisor relationship
• Familiarize yourself with real life cases of varying scenarios
• Better understanding of how the software works
  

On-Site Training
Typical on-site training is available with two weeks advanced notice. An instructor with financial services experience is assigned to asset allocation training. The base cost of $1250 plus expenses includes training for up to 5 trainees. Each additional trainee is charged $125 each. Certain requirements must be met. Call 800.831.7636 for details.

Teleconference Training
Teleconference training is available for 3 hour increments at $300 per increment.

Training Classes
Training classes are held four times per year. The cost of these classes is $325 per person. Computers are not provided. Continental breakfast and lunch are provided A minimum of 5 enrollees is required. If the minimum is not met within one week of the class, the class can be cancelled.

Select the items that apply, and then let us know how to contact you.