Regional Training Classes
Sharpen your PortfolioCenter skills with hands-on training
PortfolioCenter® is a robust system with a wide range of features and capabilities. Make sure you’re getting the most from your technology investment with training designed to help you unlock all of the software’s capabilities.
Whether you’re new to PortfolioCenter or an experienced user, you can learn best practices, discover the latest features, and get practical applied instruction with Regional Training. Every year, we hold live classroom training sessions across the nation—giving you the opportunity to learn alongside peers from your area.
You can attend individual sessions or all three together:
- Day 1: Building and Organizing Your Database
- Day 2: Performance, Billing, and Rebalancing
- Day 3: In-House Reporting and Client Presentations
A pragmatic, informed approach to trainingThe atmosphere is specifically designed to create a dynamic and engaging experience in which key insights and best practices are shared—and gained—in a collaborative, practice-based environment. Regional Training sessions are led by experienced instructor Doug Holden, who has taught well over two thousand clients since 1995. He is also a Certified Financial Planner (CFP) and a registered investment advisor (RIA) who has used PortfolioCenter in his own advisory business for over 21 years and understands how to translate everyday RIA challenges into practical insights you can immediately apply in your office.
Register early and save
The cost of training is $500 per person, per day. Register for all three days of training to receive a package discount, and if you register for a class at least two months in advance, you’ll receive an early bird discount as well.