Planit:ELearning
From Planipedia
Take advantage of our eLearning modules that introduce you to the power of Planit. Learn the basics at your own convenience and at your own pace.
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PlanPlus Planit eLearning Curriculum – The PlanPlus Planit training program is designed to allow individual users choose the curriculum that is most appropriate to their business. | View | |
| eLearning Movies | ||
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101 - Introduction – Navigation and Orientation | Quiz | |
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102 - Creating an Investment Policy Statement Using Summary Asset Entry | Quiz | |
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103 - Interpreting and Presenting the Investment Policy Statement | Quiz | |
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104A - Creating a Personal Financial Strategy (A) | Quiz | |
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104B - Creating a Personal Financial Strategy (B) | Quiz | |
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105 - Interpreting and Presenting the PFS Document | Quiz | |
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201 - Creating an IPS Using Detailed Data Entry | Quiz | |
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202 - IPS as a Tactical Implementation Document | Quiz | |
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203A - Understanding the Life Goals Analysis (A) | Quiz | |
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203B - Understanding the Life Goals Analysis (B) | Quiz | |
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204 - Advanced Planning Techniques (Part 1) | Quiz | |
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205 - Advanced Planning Techniques (Part 2) | Quiz | |
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206 - Advanced Planning Techniques (Part 3) | Quiz | |
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207 - Advanced Planning Techniques (Part 4) | Quiz | |
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208 - Advanced Planning Techniques (Part 5) | Quiz | |
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209 - Advanced Planning Techniques (Part 6) | Quiz | |
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210 - Creating an IFP (PDF Instructional Document) | Quiz | |
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211 - Interpreting & Presenting the IFP (PDF) | Quiz | |
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301a - Retirement Goal Needs Analysis Calculator | Quiz | |
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302 - Intro to the Life Insurance Calculator | Quiz | |
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303 - Intro to the Disability Insurance Calculator | Quiz | |
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304 - Intro to the Critical Illness Calculator | Quiz | |
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305 - Intro to the Long Term Care Calculator | Quiz | |
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307 - Introduction to the Loan Calculator | Quiz | |
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500/501 - Case Study #1 - Creating an IPS | Answers | |
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502/503 - Case Study #2 - Creating a PFS | Answers | |
901 - New Approach to Summary Asset Entry
