Planit:Jurisdiction

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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 change based on my client's planning jurisdiction?
• Multi-jurisdiction, language and currency
• Planning Assumptions, when you can change jurisdiction
• Provinces/territories, Government benefits, currency, tax rates, deductions, tax treatment of estate, account types/treatment, default assumptions, insurance types, asset classes, product listings, education institutions

Keep on Track! Continue training on...
Why You Should Use Planit Planning Assumptions Screen
Administration

Other Related Topics
Introduction to PlanPlus Planit Introduction to the Planning Assumptions Screen (Canada) Introduction to the Planning Assumptions Screen (Malaysia)
Language Address Change Your Profile
Government Benefit Assumptions Education Institutions How Are Taxes Calculated?


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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Enter in the Planning Jurisdiction and Planning Province this will default to what you have set on your own advisor profile.