Planit:A Comparison of Results

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
What do the graphs under 'A Comparison of Results' mean, and how can I present them to my client?
• Current and target scenario
• Accumulating capital, shortfall or surplus
• Buy-in to strategy to achieve target

Keep on Track! Continue training on...
Personal Financial Strategy Integrated Financial Plan
Why You Should Use Planit Practice Management

Other Related Topics
Introduction to the Personal Financial Strategy Introduction to the Integrated Financial Plan Auto Model Process
Life Goals Retirement Strategy Agreement Introduction to the Modelling Assumptions Screen

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.