Planit:Introduction to the Long Term Cash Flow Spreadsheet

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In this Video you will Learn...
What is the Long Term Cash Flow spreadsheet, and how can I use it to better my financial services?
• Audit document of annual numbers
• Understand taxation implications
• Check accuracy of plan

Keep on Track! Continue training on...
Life Planning Integrated Planning
Why You Should Use Planit Long Term Cash Flow Spreadsheet

Other Related Topics
How Are Taxes Calculated? Inflation Assumption Investment Income Distribution
Unplanned Savings Life Goals in the Long Term Cash Flow TFSA Optimization


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.