FPA program

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Free, Live Product Demos & Training

Find out which program is best for you

EISI offers the broadest selection of needs analysis and financial planning software. We'll help you determine which program is best for your practice. Attend a live, Web-based session to talk to a financial planning professional.

How to participate

Once you have registered, WebEx will email a meeting invitation to you that provides you with the required login information and participation instructions.

If you are new to WebEx, please join the event 15 minutes prior to the start time to allow for the related WebEx browser extensions to download. Existing WebEx users, please join the event 10 minutes prior.

If you experience any difficulties with the WebEx session, please contact the WebEx support team at 1-866-779-3239.