Planit:Getting Started

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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.


The Getting Started track is designed to introduce you to PlanPlus Planit, and give you the basic information that you will need to start entering clients and producing plans. You might be a new user, someone demoing the software, or someone who just wants to learn more about Planit. Check out the videos below to learn how to use Planit. Once you have been learned the basics of PlanPlus Planit, you can look at the Planning Process Tracks to find more in-depth training on completing a specific planning task.

PlanPlus has a serious commitment to our users to help them learn to use PlanPlus Planit effectively. So we do provide free Planit Learning Circle Webex sessions. These are short (15 - 30 minute) sessions are highly focused sessions that review very specific topics with the opportunity for participants to ask questions. We record these sessions and you can review all the previous Learning Circle Videos that may interest you.


Getting Started Training

Order Title Description Key Points Level Generic Canada Malaysia United States
1 Introduction to Planit What is PlanPlus Planit, and how can it better my financial services for my clients?
  • Corporate overview of PlanPlus
  • Modular financial planning tool
  • Key differentiators
C Video
2 What Kind of Documents are There? What kinds of documents and reports can I produce on Planit? Which document is right for my clients' needs?
  • Total number of documents and type
  • Sample IPS, PFS, IFP (overview)
  • High overview of document titles
  • Document production by process flow
  • Refer to Your Working Documents, planplus.com
C Video
3 Logging In How do I log in to PlanPlus Planit?
  • Username and password
  • Forgot password
  • Note: single sign on
C Video
4 Navigation and Orientation How do I use PlanPlus Planit?
  • Home screen
  • Top Menu Bar overview
  • Main sections of side bar
C Video
5 Help How do I find help on all of PlanPlus Planit's different features?
  • Help Menu everywhere in Planit
  • Takes you to the Screen track in Planipedia
  • Also visit Training options
C Video
6 Planipedia What is Planipedia and how can I use it to better my financial services?
  • Access from Planit
  • Financial community wiki
  • Training - Tracks and videos
  • Search for more training
C Video
7 Process Flows What are process flows, and which one should I use?
  • Match data entry to resulting plan
  • Overview of each process flow
  • Which might be right for you
C Video
8 Add a Client How do I add a new client to PlanPlus Planit?
  • Home screen, add client
  • Family Member data entry
  • Note: Integration migration
C Video
9 User Levels What are the benefits of subscribing to a higher level of PlanPlus Planit?
  • PL1, 2, and 3 differences - process flows, screens etc
  • Show planplus.com Level Selector
C Video
10 Change Your Profile How can I change my user information in PlanPlus Planit?
  • Home menu
  • Data entry fields
C Video
11 Introduction to the Personal Information Screen What do I enter on the Personal Information Screen?
  • Purpose of screen
  • Overview of data entry required
  • Differences with process flow
C Video
12 Introduction to the Engagement Screen What do I enter on the Engagement Screen?
  • Purpose of screen
  • Overview of data entry required
  • Add goal
1 Video
13 Introduction to the Planning Assumptions Screen What do I enter on the Planning Assumptions Screen?
  • Purpose of screen
  • Overview of data entry required
  • Differences with process flow
C Video Video
14 Introduction to the Assets and Liabilities Screen What do I enter on the Assets and Liabilities Screen?
  • Purpose of screen
  • Overview of data entry required
  • Basic screen features
C Video Video
15 Introduction to the Insurance Screen What do I enter on the Insurance Screen?
  • Purpose of screen
  • Overview of data entry required
  • Screen feel summary vs detailed
C Video
16 Introduction to the Cash Flow Management Screen What do I enter on the Cash Flow Screen?
  • Purpose of screen
  • Overview of data entry required
  • Screen feel summary vs detailed
C Video
17 Introduction to the Objectives Screen What do I enter on the Goals and Objectives Screen?
  • Purpose of screen
  • Overview of data entry required
C Video
18 Multiple Scenarios How do I compare different scenarios on my clients' financial goals?
  • Introduction to concept and tabs
  • Some example scenarios
  • Current and Active tabs
  • Make data entry changes for a scenario
  • See results for each scenario
2 Video
19 Introduction to the Pensions and Other Revenues Screen What do I enter on the Pensions and Other Revenues Screen?
  • Purpose of the screen
  • Overview of data entry required
1 Video Video
20 Introduction to the Will Information Screen What do I enter on the Will Information Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Will Information tab
  • Distribution tab
  • Analysis tab
3 Video
21 Introduction to the Savings Screen What do I enter on the Savings Screen?
  • Purpose of the screen
  • Overview of data entry required
1 Video Video
22 Introduction to the Risk Profile Screen What do I enter on the Risk Profile Screen?
  • Purpose of the screen
  • Overview of data entry required
  • FinaMetrica option
1 Video
23 Introduction to the Portfolio Objectives Screen What do I enter on the Portfolio Objectives Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Overview of portfolio mapping
1 Video
24 Introduction to the Asset Allocation Screen What do I enter on the Asset Allocation Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Current vs target vs recommended
1 Video Video
25 Introduction to the Modelling Assumptions Screen What do I enter on the Modelling Assumptions Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Introduction to AutoModel process
2 Video
26 Auto Model Process How does Planit determine what changes my client needs to make for financial success?
  • Purpose of AutoModel
  • AutoModel steps for solution
  • Client data gathering and presentation
2 Video
27 Introduction to the Results Screen What do I enter on the Results Screen?
  • Final planning assumptions to frame calculations
  • Results tab - result of calculation
  • Certainty of outcome - likelihood of goal achievement
  • Planning alternative - create a surplus
C Video
28 Introduction to the Product Selection Screen What do I enter on the Product Selection Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Basic screen flow
Video
29 Review Process How can I manage reviews of my client's financial progress with PlanPlus Planit?
  • Importance/value of review
  • Comparing snapshots
  • Data entry required
1 Video
30 Introduction to the Your Working Documents Screen How do I use the Working Documents Screen? How do I create a document or report?
  • Purpose of the screen
  • Document generation
C Video
31 Introduction to the Investment Policy Statement What is the Investment Policy Statement and what can it do for my client?
  • Investment Management document
  • Plan suggestions - asset allocation, implementation strategy
  • Education on asset allocation and risk return
1 Video
32 Introduction to the Personal Financial Strategy What is the Personal Financial Strategy and what can it do for my client?
  • Life Goals document
  • Plan solutions for goal achievement
  • Philosophy and education
2 Video
33 Introduction to the Integrated Financial Plan What is the Integrated Financial Plan and what can it do for my client?
  • Integrated - life goals, investment, estate, risk
  • Preview pages - strategy, implementation, need on death, estate analysis
  • Considers all needs together
3 Video
34 Introduction to the Retirement Income Planning Report What is the Retirement Income Planning Report and what can it do for my client?
  • Modular goal report
  • Results, shortfall or surplus
  • Planning alternatives
1 Video
35 Fact Finders Is there something I can use to collect the information I need from my client?
  • Fact Finders for data collection
  • Overview of different ones
  • Where to download them
C Video
Language How do I change the language of PlanPlus Planit, or of my client's documents?
  • Language list on login or Home
  • Default language in Profile
  • Client Personal Information screen
C Video
Notes & Contact Log How can I keep track of meeting or other client notes in PlanPlus Planit?
  • Home or Personal Information
  • Create, save, find notes
1 Video
Live Chat Can I get immediate online help with PlanPlus Planit?
  • Menu bar
  • Check our training
  • Live chat preview
1 Video
Unselect Client How do I unselect a client and return to a generic Home screen?
  • Home screen with a client selected
  • Unselect client
  • Normal Home
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
Back Office Integration How can I upload my client information and accounts from a back office system into PlanPlus Planit?
  • Time saving feature
  • Corporate instructions
  • Dataphile, 910/Univeris, Creosus, RPM, Pershing
1 Text
Change Your Password How do I change my password for PlanPlus Planit?
  • Forgot your Password
  • Home Menu Change my Password
  • Review often
C Video
Family Members What information about my client do I need to enter on the Personal Information Screen?
  • Field entry requirements
  • Add Dependent
C Video
General Assumptions What do I enter in the General Assumptions fields?
  • Jurisdiction
  • Inflation assumption
  • Discount rates
  • Return reduction
  • Allocation method
  • What should you use? Defaults are fine
C Video
Retirement Age Where can I change my client's planned retirement age, and what does this affect?
  • Planning Assumptions
  • Savings, Pensions & Other Revenues, goals
C Video
Mortality Assumption Where can I change my client's assumed age of mortality, and what does this affect?
  • Planning Assumptions screen
  • Lightbulb - likelihood of mortality
  • Run out early, shorten lifestyle unnecessarily
1 Video
Government Benefit Assumptions Where can I change the amount of government benefits my client is assumed to receive?
  • Planning Assumptions edit
  • Add/remove benefits
  • Data entry required
1 Video Video
CPP Benefits How can I change the amount of CPP benefits my client is assumed to receive?
  • Planning Assumptions edit
  • Percentage, Calculate Percentage, Amount
  • Already retired clients, amount
  • Data entry required
1 Video
OAS Benefits How can I change the amount of OAS benefits my client is assumed to receive?
  • Planning Assumptions edit
  • Manual entry or calculation
  • Data entry required
1 Video
Tax Assumptions What are the tax assumptions for my jurisdiction, and how are they used?
  • Tax assumptions by jurisdiction
  • Exemptions and rooms currently available to use
  • Income splitting
C Video Video
Estate Assumptions Where can I change assumed estate expenses and fees, and what does this affect?
  • Planning Assumptions data entry fields
  • Estate distribution analysis and needs on death
3 Video
Summary Assets and Liabilities How do I quickly input assets or liabilities?
  • Entering summary assets
  • Entering summary liabilities
  • Entering summary savings
C Video Video
Summary Insurance How do I quickly enter my clients' insurance benefits?
  • Summary life insurance entry
  • Summary disability insurance entry
C Video
Summary Cash Flow How do I quickly enter my clients' income and savings?
  • Summary incomes
  • Summary tax deduction
C Video Video
Add Objective How do I add another of my clients' personal objectives?
  • Add
  • Detailed objective fields
  • Don't forget to rank
C Video
Ranking Objectives How do I prioritize my clients' objectives?
  • Getting it from your client(s)
  • Ranking data entry
C Video
Add a Revenue How do I add another source of revenue for my client?
  • What kinds of things do you add?
  • Detailed revenue fields
1 Video
Will Information How do I enter information about my client's will?
  • Will information screen
  • Data entry
3 Video
Estate Distributions How do I show my client's desired distribution of his/her estate?
  • Will Information screen
  • First, second, residual distribution
3 Video
Add or Tier Savings How do I show additional savings in my client's plan, say after a mortgage is paid off?
  • Expand savings stream
  • Detailed data entry required
1 Video
FinaMetrica 12 What is FinaMetrica 12, and how can it better my financial services?
  • World class risk profiling system
  • Example questions and report
  • Accuracte investment strategy
Video
Multiple Risk Profiles How do I show that my client and their spouse or dependents have different risk tolerances?
  • Risk tolerance questions
  • Add profile
1 Video
Recommending Portfolios How do I select an appropriate portfolio for my client's risk tolerance and accounts?
  • Risk tolerance for multiple risk profiles
  • Default suggestion based on risk tolerance, objective questions
  • Selection and validation
  • Override with evidence
1 Video
Summary Asset Allocation How do I enter the current asset allocation of my client's summary assets?
  • Brief screen orientation
  • Data entry fields $
  • Data collection required
2 Video
Modelling Assumptions Results How can I view and interpret the results of a life goals process flow?
  • Sneak peek of results from Modelling Assumptions screen
  • Reading the graph
  • Shortfall or surplus
2 Video
Modular Goal Results How do I calculate and interpret the results of a modular goal entry?
  • Reading the graph
  • Shortfall or surplus
  • Percent of Goal Achieved
C Video
Planning Alternatives What can I change in my modular plan to solve my clients' shortfall?
  • Graph orientation
  • Sliding bar
  • Different variables
C Video
Apply a Portfolio How do I recommend an investment portfolio to my client's assets?
  • Product Selection Choose Portfolio
  • Matching portfolios to asset allocation recommendation
Video
Rebalancing Summary How do I read the Rebalancing Summary to understand how I've recommended investment products?
  • Assume some products or portfolios added
  • Align with risk and target asset allocation
  • Read target, recommended, and difference
  • Adjust fields for Net 0 difference
Video
Personalize Your Document How can I edit documents produced by PlanPlus Planit?
  • Word document text
  • Table of Contents
  • Notes/comments
  • Cover graphic
1 Video