Customer-only Webinars: Get training & answers
at these weekly live sessions, held online.
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Tutorials on Basic & Pro
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Software Self-Help: Resources
for some immediate answers.
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Use our
online Knowledgebase
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Archived
Customer Training Sessions, Recorded
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muted. Choose a recording from the list below. All are Window Media Player
format, which will launch automatically. |
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Intro
to new MCP Suite 'Basic' Especially
helpful for users of previous software version.
Prefaced by discussion of ruling on Maynard vs.
State of Vermont.
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(60 min) |
PLAY > |
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Intro
to new MCP Suite 'Professional'
Updates for version 1.5. A brief discussion
about the type of "new advisor" needed and a good
elementary overview and demonstration of the
software.
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(60 min) |
PLAY > |
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Financial Planning & MCP Suite
PRO - Pt 1
The first of a 4 week course on financial planning
with the MCP Suite Professional. Predicated
by a discussion that describes the need for a new
breed of financial advisor to emerge. |
(60 min) |
PLAY > |
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Financial Planning & MCP Suite
PRO - Pt 2
Sorry - this recording is not available |
(60 min) |
PLAY > |
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Financial Planning & MCP Suite
PRO - Pt 3
Sorry - this recording is not available |
(60 min) |
PLAY > |
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Financial Planning & MCP Suite
PRO - Pt 4
The final of a 4 week course on financial planning with
the MCP Suite – Professional. |
(55 min) |
PLAY > |
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