Planit:Holding Statement

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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 do I interpret the Holding Statement and present it to my client?
• Detailed investment holdings
• By product type, registered and non-registered
• Gain more AUM, review tactical implementation

Keep on Track! Continue training on...
Assets and Liabilities Screen

Other Related Topics
Add an Account (Canada) Add an Account (Malaysia) Add an Asset (Canada)
Add an Asset (Malaysia) Custom Asset Introduction to the Assets and Liabilities Screen (Canada)
Introduction to the Assets and Liabilities Screen (Malaysia) Morningstar


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.