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Continuing Education → Professional Development

RazorPlan: Getting Started (LCI0258)


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!

FP Canada Accreditation: 1.0 Financial Planning Credits



This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 5640 CE Credit Type: Professional Development

Content
  • 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