It’s hard to believe it, but some financial planning companies charge their own subscribers additional fees to be trained on the software. Here at RightCapital, we aim to set you up for success, so we offer plenty of free training opportunities, including our weekly interactive webinars. Our webinars are recorded so that you can watch them at your own leisure, pause them to follow along in your own advisor portal, and review whenever you need a refresher. If you attend live, you’ll find we do a Q&A at the end of each webinar where you can ask your own questions on the topic.

Recurring webinars

Each week, our onboarding team hosts free webinars for new subscribers or anyone who would like a review of the platform. On the Tuesday of your first week, it’s recommended to watch “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 will dive into one of two sections of “Overview of the Planning Modules.” Every other week, in Part 1, key modules such as Dashboard, Investment, Retirement, Tax, and Vault will be covered. The opposite week, in Part 2, we will highlight Insurance, Education, Estate, Debt, Student Loan, Stock Plans, Calculator, and Notes.

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

RightCapital training

Our Friday training 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,” “Optimizing Equity Compensation: An Overview of the Stock Plan Module,” and many more. We announce these webinars in our weekly RightCapital Roundups.

Webinars approved for CFP® CE credit

About once a month, we offer webinars approved for CFP® continuing education hours. We should note that we are only able to provide credit if you attend for 50 minutes live, so please make your best effort to attend at the time it is presented. We are often able to provide slides and recordings after the webinar, if requested. These events are typically promoted on social media and within our weekly RightCapital Roundups.

Partner webinars

Periodically, webinars are held with our partners. We will introduce both RightCapital and the partner we are working with, whether they are an integration partner, an advisor network, or someone else, before diving into various financial planning topics. Keep an eye on our social media and our weekly customer emails to find out when these will be held.

Check out our full list of webinars here.