The Expert's Choice in Financial Planning Software

Training

In addition to an extensive usage guide that accompanies the software, PlanWare also offers supplemental training opportunities under the following formats:

  • Live Training sessions - Occasionally, we will offer live training sessions or users will meet, in conjunction with at various industry financial-planning conferences offered throughout the year.
  • Web-based training - Web-based training is offered during the year. These are one-hour, instructor-led, online workshops using web conferencing software, and is available in one-on-one and group formats. When classes become available, they will be listed in our shopping cart menu.
  • On-site Training - special on-site training tailored to the specific needs of your firm can be arranged. For more information click on our contact page and e-mails our administrator.
  • Computer Consulting - is also available through Paul Tebbets, a private consultant that specializes in working with Integrate2000 software. For contact information, go to our Outsourcing Support page.


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