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RazorPlan: Getting Started (LCI0258)

Continuing Education → Professional Development


Description

RazorPlan is a financial planning software that uses innovative algorithms to run intuitive calculations for clients. In this course, you'll understand how to create an account, navigate the software and start making financial plans no time!

CE Credits: 1.00 Accreditation Number: LCI010P22 CE Credit Type: Professional Development

Content
  • Managing Your Account
  • Planning Notes
  • Charts Screen
  • Printing Reports
  • Creating and Comparing Scenarios
  • Sharing Client Files
  • Entering and Modifying Recommendations
  • Planning Applications
  • Using RazorLeads
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever