Although Advisory World's software programs have easy to use
interfaces, some advisors may want to take advantage of several training options:
Benefits of Training:
Spend less time getting up and running
Improve your knowledge of the underlying portfolio theory
Learn from experienced professionals who uses the
software and are familiar with the client/advisor relationship
Familiarize yourself with real life cases of varying
scenarios
Better understanding of how the software works
Training Class Once a month training is offered by in Atlanta,
GA or Encino, CA. The training location rotates every other month. Even months
are in Atlanta. Odd months are in Encino. Training is usually offered the
third Friday of the month. The cost is $225 per person. Computers are not
provided, but continental breakfast and lunch are. Be sure to call to verify the
class is being held.
On Site Training and Consulting On site training and consulting services are
available for ACT!, Power Optimizer, Ramcap and Captools programs. Scott Abboud, CFP
consults with investment advisory practices and has been in the financial services
industry since 1986. Scott has been training Advisory World's software since
1994. His fee for training is $650/day plus expenses for up to 4 trainees. Add $125
for each additional person. Call 800-831-7636. Consulting services are billed at his
hourly rate of $125 per hour.
Telephone Training Telephone training is available for $100 per
hour. A typical training session via telephone lasts 2.5 to 3 hours. Contact Scott
Abboud at 800-831-7636.
Advisory World's Customer Support Line
Technical support is included with your annual maintenance fees. Call Advisory World
at 818-999-0015.
