Welcome to your Learning Center!

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

Are you taking full advantage of your Advicent tools? Whether you want to advance your strategic client relationships or maximize efficiency, Advicent training opportunities can take your expertise to the next level. From quick-hitting videos to online learning sessions, we give you the options to learn when, where and how you want.

Get started today

The Videos page is a great place to start. Download the Training Checklist for the suggested viewing order.
Looking for more detail? Our User Manuals provide in-depth review and instruction.

Discover what’s new in Profiles Forecaster™

Get a quick overview of new features go to the Release Notes for details on the most recent updates.

Join the Discussion on LinkedIn

Our exclusive financial planning partner group on LinkedIn provides a community of users for you to interact with, ask questions and share best practices.