Free Slide Show on using Financial Planning Spreadsheets ©
Professional Version

Learn how to make better use of our software.

We offer 3 "free slide shows" about how to use our software to do financial plans. We recommend that you do them in order.

These training materials are free to download to your own computer so that you and your staff can do each lesson as often as you like.

Lesson #1 is recommended for those trying our Demo of "Financial Planning Spreadsheets©" Professional Version.

Lesson # 1 Getting Started with Financial Planning Spreadsheets © Professional Version
This slide show is about how to quickly set up the software and to navigate through our templates with snapshots of the critical points to understand. It shows how to enter and save client data and retrieve it. This first lesson is only 12 slides with sample screens and tips to make it very easy for you and your staff to follow.
Click Here to get Lesson #1 now.

Lesson # 2 Preparing A Financial Plan
This is a 34-slide presentation on how to prepare a comprehensive financial plan from start to finish. Samples reports with key information and pointers are provided on every page.
Click Here to get Lesson #2 now.

Lesson # 3 A Sample Financial Plan
This lesson consists of 40 slides plus a print out of the entire financial plan with the spreadsheets used for the plan.
Click Here to get Lesson #3 now.

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