PlanPlus Global offers FREE instructor-led Virtual Training to all SuitabilityPro users, right from the comfort of your office. Here’s an overview of the program:

Session I: Getting Started!

Join us for a live case-based session. We will walk through the entire workflow from “Adding a client” to generating an Investment Policy Statement.

Every Friday at 10 am EST – Register Here (for Session One)
Time Required: 45 mins*

Session II: Customizing Advisor Profile Settings :

Join us for an overview of SuitabilityPro’s FinaMetrica Profiler. We will cover advisor custom settings such as capital market assumptions and how to apply your own professional judgement to support a consistent framework for investment advice.

Every Friday at 11 am EST – Register Here (for Session Two)
Time Required: 45 mins*