Training & Support
EISI Academy
Bringing financial planning expertise and technology together
EISI and Greene Consulting, the leading provider of online learning, have created a comprehensive training program for NaviPlan and Profiles users that ties financial planning expertise and technology together.
The EISI Academy
The EISI Academy takes a modular approach to providing NaviPlan and Profiles users with functional training on the software.
In addition, the program teaches presentation strategies and best practices that enable participants to:
- Develop more profitable client relationships
- Engage clients in advice-based relationships
- Address more of clients’ needs with broader plans
- Increase referrals
- Decrease attrition
- Improve time management
- Motivate clients to take action
Modules, which range from 60-90 minutes in length, are available in two instructor-led formats: Classroom Training and Live Web-Based Training.
Learn more about the EISI Academy. Contact an EISI Representative to discuss how you can take your business to the next level with the most comprehensive financial planning technology training program available.
- sales@eisi.com
- (888) 692-3474, option 2
