Order

Title

Description

Key Points

Level

Generic

Canada

United States

1 
Critical Illness Calculator 
How do I calculate the coverage my client would need in the event of a critical illness? 
 Load scenario
 Data entry required

C 
Video 



2 
Critical Illness Report 
How can I interpret and present the Critical Illness Report? 
 Expenses, Benefits, Gap
 Identify risk planning need

C 
Video 



3 
Long Term Care Calculator 
How do I calculate the coverage my client would need for long term care expenses? 
 Load scenario
 Data entry required

C 
Video 



4 
Long Term Care Report 
How can I interpret and present the Long Term Care Report? 
 Insured options
 Funds Required for Difference Present Value Future Value
 Identify risk planning need

C 
Video 



5 
Life Insurance Calculator 
How do I quickly calculate the coverage my client would need in the event of death? 
 Income replacement versus calculator
 Calculator data entry fields
 Overview results

C 
Video 



6 
Life Insurance Report 
How can I interpret and present the Life Insurance Report? 
 Expenses, Benefits, Gap
 Identify risk planning need

C 
Video 



7 
Disability Insurance Calculator 
How do I quickly calculate the coverage my client would need in the event of disability? 
 Income replacement versus calculator
 Calculator data entry fields
 Overview results

C 
Video 



8 
Disability Insurance Report 
How can I interpret and present the Disability Insurance Report? 
 Expenses, Benefits, Gap
 Identify risk planning need

C 
Video 



9 
Loan Amortization Calculator 
How do I calculate loan amounts, payments or amortization? 
 Find Loan Calculator
 Calculate for 3 things
 Data entry fields required
 Borrow for NonReg Investments
 Interest Rate Differential
 How Much Can I Borrow?

C 
Video 



10 
Loan Schedule 
How can I interpret the Loan Schedule produced by the Loan Amortization Calculator? 
 Principal, interest, payment
 Schedule by payment

C 
Video 



11 
Historical Returns Calculator 
How do I see the historical value of the different indices used for Planit asset allocations? 
 Why would you use this?
 Historical annual vs cumulative
 Calculator data entry and use

C 
Video 



12 
Registered Payout Illustration 
How do I calculate the accumulation and payout of my client's registered funds? 
 Data entry example  contributions, payments
 Loading client information
 Schedule  capital accrual, withdrawals
 Affect on achieving retirement income

C 

Video 


13 
IRA Calculator 
How do I calculate the contributions and payments of my client's IRA? 
 Load client info
 Plan Types
 Distribution options
 IRA payment schedule
 Retirement income versus estate

C 


Video 

14 
Present Future Value Calculator 
How do I calculate the present or future value of deposits or annuities? 
 When this could be helpful
 Calculate for options
 Data entry example
 Schedule

C 
Video 



15 
Rate of Return Calculator 
How do I calculate the expected rate of return on an investment? 
 Calculator intro
 Data entry required

C 
Video 



16 
Bond Calculator 
How do I calculate the income return, capital gain return, or yield to maturity of a bond? 
 Calculate for purchase or yield
 Data entry example

C 
Video 



17 
Retirement Income Calculator 
How do I calculate the likelihood of my client achieving his/her retirement income goal? 
 Calculator data entry
 3 scenarios  100% annuity, standard portfolio, and portfolioannuity mix
 Mortality statistics
 Likelihood of achieving retirement income
 Likely values of estate
 Presenting report and tradeoffs

1 

Video 


18 
Efficient Frontier Calculator 
How do I calculate whether my recommended portfolio has an efficient risk for return? 
 Intro to efficiency Risk vs Rate of Return
 Asset class by jurisdiction
 Calculator data entry
 Interpreting the graph

C 
Video 



19 
Leverage Calculator 
How do I calculate the net benefit or loss of borrowing to invest? 
 Load client info
 Loan information
 Before Tax Return
 Investment Breakdown
 Understand results

C 
Video 



20 
Debt Consolidation Calculator 
How can I calculate the benefit to my client by consolidating their loans? 
 Load data
 Data entry for calculator

1 
Video 



21 
Pension Calculator 
How do I calculate the annual amount my client will receive from his/her defined benefit pension plan? 
 Calculator data entry
 Early Retirement Reduction
 Survivor Benefits
 Collecting materials

C 

Video 


22 
Retirement Goal Audit 
How can I help my client determine the income they will need to fund his/her retirement lifestyle? 
 Different clients need different lifestyles in retirement
 Audit tool as value added
 Audit data fields and calculation

C 
Video 




Client Search 
How do I find a client entered in Planit? 
 Home screen, side menu
 Search options
 Note: back office integration first

C 
Video 




Reducing Interest Paid 
How can I determine ways to reduce my client's total interest paid on a loan? 
 Start base case
 Indexed payments
 Anniversary lump sum

C 
Video 




Riba Free Mortgage 
How do I calculate information about my Islamic client's ribafree mortgage? 
 Use Present Future Value Calculator
 Data entry example
 Read the schedule for balance

C 
Video 


