Financial Planning Consultants

Builder Suite Workshop


 

 

 

Workshop

A one day program that 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 Practice Builder user, you’ll be discussing fundamentals of Practice Builder and reviewing the Data Input, Document Maintenance, Filtering and Global Processing.

This class is offered from 8:30 am to 4:30 pm.

 

Registration

$350

First

Attendee

 

$250

Additional

Attendee

 
       
       
     

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 offered from 8:30 am to 4:30 pm.

 

$350

First

Attendee

 

$250

Additional

Attendee

 
 
Early Bird discount is available 30 days prior to the workshop dates.
 
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. 

     
       

 More Builder Suite Training Services

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    
       

Accomplish effective training with our web-based training for your comprehensive and solution needs. From techniques for customizing your Practice Builder or Plan Builder, to step-by-step instructions for getting the most from certain features.

 
1 Hour
$175

2 Hour

Best

$300

Value

   

The web-based training will allow you to learn the full power of Practice Builder or Plan Builder with more convenience.  Work one on one, together on the same computer with our trainers anywhere you have Internet access! Stay updated with new features, the web-based training will jump start on learning how to use the new features.

Connect through Go To Meeting on the Internet for effective training on your desktop monitor.

 

     

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