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