Planit:Action Plan

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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...
How can I edit and present the Action Plan in my client's financial document?
• Edit table and comments
• Implementation, new needs, review
• Client agreement for success

Keep on Track! Continue training on...
Practice Management Investment Policy Statement
Personal Financial Strategy Integrated Financial Plan
Initial Assessment

Other Related Topics
Introduction to the Investment Policy Statement Implementation for Goal Achievement Building Trust
Introduction to the Personal Financial Strategy Introduction to the Integrated Financial Plan Agreement


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.