Financial Planning Consultants


FPC offers intensive training for Practice Builder at our Training Center in Middletown, Ohio.

Software training in the classroom is effective because an instructor can answer any questions you have rather than a web administrator or customer service representative. When in the classroom, there is also the benefit of knowing that others are learning the same new concept, which can make the experience less frustrating.  Learn without day-to-day distractions or interruptions in our classroom environment.

Training and Events Calendar

 

Builder Suite Workshops for Practice Builder our Basic and Advanced one-day programs will involve you fully in the techniques and practices of full utilization of Practice Builder.  You and your staff will operate the system on your own training computer. 

You'll be challenged to:

  • data input
  • document maintenance
  • filtering
  • global processing
  • set up marketing campaigns
  • select and modify sequences
  • explore the capabilities of Practice Builder

Practice Builder's training covers the latest features available with the current version.  A checklist of items will be covered during the course. You will leave with a handbook of helpful hints, an import sample CD, and answers to the most frequently asked questions.

 

Interact with your peers asking questions of the support specialist instructor and use the opportunity to network with other users to find out how they use Practice Builder.

Review the pre-training survey.  Practice Builder Workshops will help you to learn more on those areas which you need to focus.  Click here for the Practice Builder workshop Agenda.

Builder Suite Workshop for Plan Builder

Pricing Options 

 


Builder Suite Workshop and Events Calendar

The Continuing Education units (CE) noted apply toward International Association of Registered Financial Consultants (IARFC) annual certification.

Builder Suite Web Training will show you how to use Builder Suite to its full potential.  Learn how to make your office more efficient and produce a consistent flow of referrals.  Contact us at 800-325-5540 x 305 today.

Training Schedule

 
Call for Training Schedule
    800-325-5540 ext 305

Cancellation Policy:    

We reserve the right to cancel the workshop with a 30 day notice.  We will e-mail 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.

Agenda  Pre-Training Survey

Printable Order Forms:

Practice Builder Order Form l Module Order Form

Additional Products l Training Options l License Options

 

Home l Privacy Policy l Compliance l System Requirements 

Purchase l Contact Us l Demo

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