Are you ready to up your advisory game?

Learn how to build stellar budgets for your clients. Cathy Iconis will walk you through the process of building a budget – planning, gathering information, determining the numbers, and the final review. This 73-minute training includes a real-life example of building a budget in Excel – plus some time-saving tips in Excel!

With the purchase of the course, you also get access to the slides from the presentation, a PDF template to help you with budget planning with your clients, and the completed Excel file from the example provided in the training.

Agenda

• Planning with Clients
• Gathering Information
• Determining Budget Numbers
• Final Review
• Budget Build Example

Available Downloads

• Slides – Building Budgets for Your Clients
• Budget Planner Template
• Budget Build Example (Excel)