New Customer Resources
Deliver estate planning with confidence
Get the most out of Vanilla with training sessions
and additional resources below.
Training Sessions
Get started by attending one of our live, open training sessions below.
Vanilla 101
Learn the basics of the Vanilla platform from navigation to creating & onboarding clients to requesting document abstraction. Session designed for all users.
Vanilla 102
Get a walkthrough of a complete client profile on Vanilla and how to navigate client conversations while leveraging the platform or a PDF report. Session designed for all users.
Planner 101
Learn how to utilize Vanilla’s Estate Builder during the document abstraction process, including leveraging VAI to gain efficiency. Session designed for Planner users.
Office Hours
A session dedicated to open Q&A and the latest enhancements from Vanilla. Session designed for new users.
Additional Resources
Get the most out of Vanilla using the resources below.
Explore CFP Board-eligible CE courses on estate planning, Vanilla tutorials, and more.
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Find how-to articles, videos, tutorials, and more to help you get the most out of Vanilla (Vanilla login required).
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Please direct any questions or technical issues to our Customer Care team.
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