Regional Training

Schwab Performance Technologies offers three full days of Hands-On Training classes for PortfolioCenter® in various cities across the country. These interactive training classes allow you to learn all the critical areas of the PortfolioCenter program, while applying what you've learned immediately in a hands-on computer classroom setting.

Guided by an experienced and knowledgeable product trainer, you maximize your learning by following along on your own computer and completing follow up exercises. You will also benefit from an open learning environment where suggestions and ideas from other advisors are freely exchanged. Detailed training manuals with screen shots, tips and tricks, and step-by-step procedures are also provided to help reinforce what you've learned after the class.

You can attend individual sessions or all three together:

• PortfolioCenter Daily Operations
• Performance and Period-End Processes
• Managing Portfolios and Data

Classes cost $500 per person per day. Register for all three days of training to receive a $250 package discount. Register for a class at least two months in advance to receive a 10% early bird discount.

While not required, some exposure to PortfolioCenter prior to attending class is advantageous.