Planit:Group RRSP

From Planipedia
Jump to: navigation, search

Planit.gif Learn by Watching!

PlanPlus Planit.jpg
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 do I properly include a Group RRSP into my client's plan?
• Group RRSP account
• Detailed, summary or custom assets
• Savings and contributions

Keep on Track! Continue training on...
Savings Screen Modular Planning
Life Planning Integrated Planning
Assets and Liabilities Screen

Other Related Topics
Add an Account (Canada) Add an Asset (Canada) Introduction to the Assets and Liabilities Screen (Canada)
Custom Asset Employer Contributions Defined Contribution Pension

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.