Functional Documents

The following training material is created by Advicent for the retail version of Profiles Forecaster. Some features viewed or discussed may not appear, or may appear differently in your version.

Analyzing Goals

Functional Document
Analyzing College Funding Needs

Topics Covered:

  • Effects of planning preferences on the College Funding module.
  • Identifying available resources to determine the cost of higher education.
  • The application's method of analyzing college funding.
Functional Document
Analyzing Survivor Needs

Topics Covered:

  • Effects of planning preferences on immediate cash needs in the event of death.
  • Modeling survivor needs in Forecaster.