Planit:Introduction to Modular Planning

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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 does PlanPlus Planit help me manage my clients' retirement or education goal?
• Modular or goal-based planning
• Graduated taxes
• Planning Alternatives
• Modular goal process flow

Keep on Track! Continue training on...
Modular Planning Retirement Income Planning Report

Other Related Topics
Introduction to the Retirement Income Planning Report Planning Alternatives How Are Taxes Calculated?
Engagement Process Introduction to Life Planning Process Flows


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.


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The Modular Goal Process Flow is a workflow which replaces the Retirement, Education and Other Goal Calculators. The Modular Goal Process Flow is no different than previous calculators, but the new approach allows a more robust integration of data from the calculators to the Life Goals and vice versa.