Training Opportunities Through RightCapital’s Webinars

It's hard to believe it, but some financial planning software companies charge their own subscribers additional fees to be trained on the platform. Here at RightCapital, we aim to set you up for success, so we offer plenty of free training opportunities for financial advisors, including our weekly interactive webinars and monthly continuing education (CE) sessions eligible for IAR and CFP® CE credits.

All webinars are recorded, so you can watch them at your own pace, pause to follow along in your own advisor portal, and revisit them whenever you need a refresher. If you attend live, you'll find we host a Q&A at the end of each webinar where you can ask your own questions on the topic. Please note that continuing education credit is only available for live attendance, not recordings.

Recurring webinars

Each week, our team hosts free webinars for new subscribers (or anyone who would like a refresher) on the platform.

On the Tuesday of your first week, we recommend watching "Creating Your First Plan," which presents tips and tricks for the advisor portal, including personalizing the account with your own branding and colors, the data entry process, and advisor resources.

Each Wednesday, we dive into one of two sections of "Overview of the Planning Modules." Every other week, Part 1 covers key modules such as Dashboard, Investment, Retirement, Tax, and Vault. On the opposite week, Part 2 highlights Insurance, Education, Estate, Debt, Student Loan, Stock Plans, Calculator, and Notes.

On Thursdays, we alternate between four different sessions that guide you through presenting a plan, each tailored to a specific client base and reviewing the modules most relevant to that group. These client sets are millennials, pre-retirees, retirees, and high-net-worth clients. For example, "Presenting a Plan to a Millennial" covers tools such as Blueprint, Snapshot, Retirement Analysis, Debt (with a focus on student loans), and Budgeting.

RightCapital training

Our Friday RightTraining webinars are thorough explanations, demonstrations, and case studies of specific features within our platform. Examples of past webinars include "Cash Flows 101," "Modeling Annuities," "To Buy or Not To Buy: Making Informed Asset Purchase Decisions," and "Optimizing Equity Compensation: An Overview of the Stock Plan Module," among many others. We announce these webinars in our weekly RightCapital Roundup emails.

Webinars approved for IAR & CFP® CE credit

About once a month, RightCapital offers webinars approved for both IAR (Investment Adviser Representative) continuing education and CFP® (Certified Financial Planner) continuing education hours through our "Grow Your Business: IAR & CFP CE" series. These sessions cover important industry and financial planning topics, so you can stay current on best practices while earning the CE credit you need to maintain your registration and certification.

How to earn credit: We are only able to provide CE credit if you attend for the full session live (a credit is defined as at least 50 minutes of instruction), so please make your best effort to attend at the time it is presented. Credit is not available for recordings or replays.

Certificates for other designations: RightCapital can also provide a certificate of completion for the IAR & CFP CE-approved sessions, which attendees may submit toward other designations, subject to each designation's own rules.

These events are typically promoted on social media and within our weekly RightCapital Roundup emails. To join our CE webinar mailing list, visit the Resources page.

Partner webinars

Periodically, we host webinars with our partners. We introduce both RightCapital and the partner we're working with (whether an integration partner, an advisor network, or someone else) before diving into various financial planning topics.

Keep an eye on our social media and weekly RightCapital Roundup emails to find out when these will be held.

Check out our full list of webinars here.