|
Builder Suite Workshop
 |
|
|
|
Practice Builder Workshop
This one-day program will involve you in the full utilization of Practice Builder Financial. You and your staff will operate a Practice Builder system on your own training computer. As a beginning or experienced user, you will be challenged to set up marketing campaigns, select and modify sequences, and explore all the capabilities of Practice Builder.
This class is held on Wednesday from 8:00 am to 5:00 pm. |
|
|
$250
Additional
Attendee
|
| |
|
|
|
 |
|
|
|
The second day focuses on some of the aspects of this strategic planning. You will explore how to engage prospects while improving your image and setting the table for a successful, long term relationship. Use Client Builder to present effectively and clearly define the scope, and complexity, of your services.
This class is held on Thursday from 8:00 am to 5:00 pm. |
|
$295
First
Attendee |
$250
Additional
Attendee |
| |
|
|
|
 |
|
|
|
Plan Builder Workshop
As a beginning or experienced user, this one day program provides significant interaction with the class as you learn Plan Builder. Bring your laptop, or use one of our dedicated computers for maximum benefit. You will learn how Plan Builder supports the financial planning process while exploring the power of this flexible and powerful tool to motivate your clients to take action now!
This class is held on Friday from 8:00 am to 5:00 pm. |
|
|
$250
Additional
Attendee |
|
|
|
| Cancellation Policy: |
We reserve the right to cancel the workshop with a 30 day notice. We will email you with confirmation of the Builder Suite Workshop and recommend you do not book any travel arrangements until your receive confirmation of the session. Minimum required attendance is six. |
|
|
|
|
| |
|
|
|
|
|
|
|
Builder Suite User Workshop
Attend the three day workshop on Practice Builder, Client Builder and Practice Strategies and then follow up with a day of training on Plan Builder for an even lower rate. Learn without day-to-day distractions in our classroom environment.
|
|
|
$450
Additional
Attendee |
| |
| |
| 
|
On Site Training
|
|
|
|
| |
|
|
|
As an advanced user, this will allow you to tailored the training to your own specific needs and for multiple staff associates for Practice Builder or Plan Builder. (up to 5 attendees) Advantageous training on your system in your office environment, no travel time wasted. One, two or three day training available. You and staff learn at your own pace.
|
|
One day
Two day Three day |
$1,350
$2,150
$2,700 |
| |
|
|
|
| Trainees will be responsible for other expenses including, coach airfare from Dayton or Cincinnati (FPC will fax an estimate of airfare charge to you for approval before booking), lodging for the entire training period (which will include flying in the night prior and depending on your location, lodging for the last day of training), and any taxi or incidental expenses incurred by the trainer.
|
|
|
|
|
|
| Web Training |
|
|
| |
|
|
|
Connect through Go To Meeting on the Internet for effective training on your desktop monitor.
|
|
1 Hour |
$175 |
|
$300 |
Best Value |
| |
|
|
Printable Order Forms:
Practice Builder Order Form l Module Order Form
Additional Products l Training Options l License Options
»Back
Home l Privacy Policy l Compliance l System Requirements
Purchase l Contact Us l Demo
Copyright © 2008  Financial Planning Consultants, Inc.
|
