Client Relationship Management

Training and Events

Events & Training Calendar Training Order Form

Financial Planning Consultants holds regular training programs and exhibits at industry events and trade shows.

Please visit this page regularly to be notified of up upcoming Practice Builder, Client Builder and Plan Builder events that may be of interest to you.

Financial Planning Consultants realizes that training is an ongoing process. Whether you choose to learn through a website or in a classroom, our software training is designed to accommodate your learning needs.

Benefit with Builder Suite Workshops

Spend less time getting up and running
Improve your knowledge of Client Relationship Management
Learn from our experienced software support team the many ways Builder Suite can simplify practice.

Various training services are available for the Practice Builder Financial software:

Hands On Training l Web Based Training l On-site Training

Plan Builder Online Academy

We offer training to fit your office and your budget please view Pricing Options that fit your needs. Printable Training Order Form

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