Profiles Professional Training and Support

Product Upgrade: Profiles Professional — v9.3

Fri, 7 May 2010 16:23:19 CST

Profiles Professional v9.3 has been released.

Inside Profiles Vol. 1 Issue 3 added

Thu, 6 May 2010 17:41:12 CST

Click here to view the Inside Profiles Newsletter Vol. 1 Issue 3.

Inside Profiles Vol. 1 Issue 2 added

Thu, 4 Feb 2010 10:04:29 CST

Click here to view the Inside Profiles Newsletter Vol. 1 Issue 2.

Profiles Professional v9.2 Case Study

Thu, 28 Jan 2010 11:07:59 CST

Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning.

2010 Annual Update for Profiles Professional Phase 1— v9.2

Mon, 11 Jan 2010 14:15:01 CST

The 2010 Annual Update for Profiles Professional — v9.2 has been released.

New! Profiles Professional v9.2 Elective Module Training Video Clips

Fri, 8 Jan 2010 15:38:01 CST

Elective Modules cover more specialized topics so that users can address unique client cases. Modules include: Protection Planning, Education and Accumulation Goal analysis, Estate Planning, and Retirement Distribution.

Discount on Technology Tools for Today Conference!

Mon, 21 Dec 2009 14:29:12 CST

Planning to attend the 2010 Technology Tools for Today (T3) Conference in La Jolla, CA? As an EISI customer, you are entitled to a $150 discount on the registration fee.

Deliver Revenue-Generating Client Presentations

Wed, 2 Dec 2009 16:11:19 CST

Learn how Profiles Professional will help you sell more products. Register for a free demo.

Inside Profiles Vol. 1 Issue 1 added

Tue, 10 Nov 2009 13:48:12 CST

Click here to view the Inside Profiles Newsletter Vol. 1 Issue 1.

Profiles Professional v9.0 Case Study

Thu, 1 Oct 2009 13:07:09 CST

Product Update: Q2 2009 Ibbotson Security Classifier Update for Profiles Professional — v9.0

Mon, 31 Aug 2009 14:39:58 CST

The Q2 2009 Ibbotson Security Classifier Update has been released for Profiles Professional v9.0.

Power Bundle - Save 50%!

Mon, 13 Jul 2009 18:20:30 CST

There will never be a better time to invest in financial planning technology! Find out how you can save 50% on Profiles Professional tools and training.

2009 Annual Update for Profiles Professional Phase 2 — v9.0

Thu, 11 Jun 2009 19:05:59 CST

The 2009 Annual Update for Profiles Professional — v9.0 has been released.

Product Update: Q4 2008 Ibbotson Security Classifier Update for Profiles Professional — v9.0

Thu, 02 Apr 2009 16:39:59 CST

The Q4 2008 Ibbotson Security Classifier Update has been released for Profiles Professional v9.0.

New Live Web-Based Training sessions added

Fri, 6 Mar 2009 10:06:45 CST

Profiles Professional v9.0 Reference Guide: Web released

Tue, 17 Feb 2009 13:26:12 CST

The Profiles Professional Reference Guides are designed to lead you through each step necessary to build a financial plan. This Reference Guide is for the Web format.

RMD Workaround: Addressing the Worker, Retiree, and Employer Recovery Act of 2008 in Profiles Professional

Fri, 6 Feb 2009 17:12:59 CST

New legislation has been passed that places a one-year moratorium on required minimum distribution (RMD) rules for 2009.

Product Update: Q3 2008 Ibbotson Security Classifier Update for Profiles Professional — v9.0

Fri, 30 Jan 2009 16:40:07 CST

The Q3 2008 Ibbotson Security Classifier Update has been released for Profiles Professional v9.0.

Profiles Professional Estate Planning Self Study Guide Now Available

Fri, 9 Jan 2009 16:29:11 CST

Profiles Professional has two estate planning modules: basic, which is always included with Profiles Professional, and advanced, which can be purchased separately. This self-study guide examines the basic estate planning module.

Profiles Professional Education and Accumulation Goal analysis Self Study Guide Now Available

Fri, 9 Jan 2009 16:22:50 CST

With Profiles Professional, you can create and analyze your clients’ education and accumulation goals.

Profiles Professional Protection Planning Self Study Guide Now Available

Fri, 9 Jan 2009 16:21:37 CST

Using Profiles Professional, you can assess and manage your clients’ risk during survivorship, disability, and long-term care periods.

Profiles Professional Assets and Liabilities Self Study Guide Now Available

Fri, 9 Jan 2009 16:19:01 CST

In Professional version 9.0, a summary view and a detailed view are available for entering assets and liabilities. On the summary view screens, you can see the total value of each asset or liability category at a glance. On the detail view screens, you can see the individual holdings or loans.

Profiles Professional Incomes and Expenses Self Study Guide Now Available

Fri, 9 Jan 2009 16:16:58 CST

This module will show you how to enter incomes and expenses for your clients.

Product Update: 2009 Annual Update for Profiles Professional — v9.0

Thu, 8 Jan 2009 13:11:10 CST

The 2009 Annual Update for Profiles Professional — v9.0 has been released.

Profiles 2009 Tax & Statistical Update

Wed, 17 Dec 2008 16:15:19 CST

Product updates, including the Profiles 2009 Tax and Statistical Update, will no longer be available for Profiles Professional version 8.0 starting in January, 2009. Stay current by upgrading to Profiles Professional v9.0 now (included in your annual license), which will enable you to install the 2009 Tax and Statistical Update when it’s released in January.

Profiles Professional Retirement Accumulation Analysis Self Study Guide Now Available

Mon, 15 Sep 2008 12:19:21 CST

This module will enable you to define your clients’ retirement goal, implement your recommendations, and present them to your clients.

Product Update: Profiles Professional — v9.0

Mon, 11 Aug 2008 16:19:51 CST

Profiles Professional v9.0 has been released.

Product Update: Q1 2008 Ibbotson Security Classifier Update for Profiles Professional — v8.0

Thu, 12 Jun 2008 11:27:11 CST

The Q1 2008 Ibbotson Security Classifier Update has been released for Profiles Professional v8.0.

Product Update: 2008 Annual Update for Profiles Professional — v8.0

Tue, 22 Apr 2008 17:19:00 CST

The 2008 Annual Update for Profiles Professional — v8.0 has been released.

Product Update: Q4 2007 Ibbotson Security Classifier Update for Profiles Professional — v8.0

Tue, 11 Mar 2008 13:37:10 CST

The Q4 2007 Ibbotson Security Classifier Update has been released for Profiles Professional v8.0.

Product Update: Q3 2007 Ibbotson Security Classifier Update for Profiles Professional — v8.0

Thu, 20 Dec 2007 15:16:19 CST

The Q3 2007 Ibbotson Security Classifier Update has been released for Profiles Professional v8.0.

Product Update: Q2 2007 Ibbotson Security Classifier Update for Profiles Professional — v8.0

Thu, 20 Sep 2007 17:22:54 CST

The Q2 2007 Ibbotson Security Classifier Update has been released for Profiles Professional v8.0.

Profiles Professional Elective Module Self Study Guides Now Available

Mon, 30 Jul 2007 16:09:59 CST

Download these Self Study Guides for free, and learn at your own pace. Topics include: Life Insurance Analysis, Disability Insurance Analysis, Education Analysis, Estate Planning, Tax Sensitive and Detailed Cash Flow.

Profiles Professional Core Module Self Study Guides Now Available

Mon, 30 Jul 2007 15:39:32 CST

Download these Self Study Guides for free, and learn at your own pace. Topics include: Organizing Output, Assets & Liabilities, Incomes & Expenses, Retirement Analysis, Asset Distribution & Reallocation.

Get the answers you need with the new EISI Knowledge Base

Tue, 03 Apr 2007 15:31:23 CST

Quickly locate Profiles reference materials. No login required – Just enter a keyword or phrase to perform a search, or browse all available resources by product! Visit http://knowledge.eisi.com/