Training Videos & Webinars

Enhance Your Knowledge Through Training Videos & Webinars

RightCapital is committed to enabling your success. Each week, we set aside time to cover planning modules, important updates, and host a Q&A with the training team, giving you direct access to the experts behind the curtain. We also have a collection of short training videos to provide a deeper understanding of how RightCapital can add value to your financial planning presentations. Use the links below to get started.

Training Videos

Need a quick tutorial on the advisor portal or frequently modeled scenarios? The following article includes short, informative, videos created to help you understand the features and benefits of RightCapital software.

Webinars

RightCapital hosts recurring weekly webinars focused on creating & presenting your first plan as well as Friday educational webinars focussing on the planning modules used in client presentations. You can also attend monthly practice management and CFP® CE approved webinars to help you achieve your planning goals. Use the following article to register for upcoming webinars and watch our most recent presentations on demand.