Planit:Introduction to the Planning Assumptions Screen (Canada)

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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...
What do I enter on the Planning Assumptions Screen?
• Purpose of screen
• Overview of data entry required
• Differences with process flow

Keep on Track! Continue training on...
Investment Management Modular Planning
Life Planning Integrated Planning
Getting Started Planning Assumptions Screen

Other Related Topics
Jurisdiction General Assumptions Retirement Age
Mortality Assumption Process Flows Tax Assumptions
Estate Assumptions Government Benefit Assumptions CPP Benefits

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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On this screen you can identify the various different assumptions for future planning like unused RSP contributions, CPP/QPP eligibility, and OAS benefits are just some of the assumptions you can capture here.

This screen is used to centralize ALL the assumptions within the PlanPlus Planit. In the past there were some assumptions scattered in several other screens. These are all now nicely in one place.

Please note: What you actually see within this screen will depend on your jurisdiction so don’t be concerned if you don’t see all of the same things on your deployment. What you see here will also depend on what process flow you are using.