PlanPlus Global offers FREE instructor-led Virtual Training to all PlanPlus subscribers.
Save travel, time, and hotel expenses by learning the software right from the comfort of your own office at absolutely no cost to you.
Virtual Training is perfect for beginning and advanced users. It provides in-depth training, building case studies from scratch to create and presentation of professional documents and reports.
There is something for everyone - no matter what level you are currently using!
for more detailed information about the program.
Next Scheduled Sessions
Sessions begin at 1pm Eastern/10am Pacific and 2pm Atlantic
Not available for the next session? Get started now... click here to watch previously recorded sessions.
- Session 1 - June 11 - Goal Based Planning
- Session 2 - June 18 - Creating a Personal Financial Strategy
- Session 3 - June 25 - Investment Policy Statement