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:

Profiler 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 Profiler Session I)
Time Required: 45 mins*

Profiler 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 11:15 am EST – Register Here (for Profiler Session II)
Time Required: 45 mins*

ProPlanner: Getting Started!

Learn how to develop a goals-based plan for your clients in minutes and effectively communicate results based on the client’s current behaviour and model a strategy to eliminate any shortfalls.

Every Friday at 1 pm EST – Register Here (for ProPlanner: Getting Started!)
Time Required: 45 mins*