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Continuing Education → Professional Development

RazorPlan: Getting Started (LCI0258)


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

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