Planit:Know Your Client

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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 and use the information on the Know Your Client portion of the Risk Profile screen?
• Review information included
• For compliance and client experience

Keep on Track! Continue training on...
Risk Profile Screen Integrated Planning
Investment Management Life Planning
Practice Management

Other Related Topics
Introduction to the Risk Profile Screen Portfolio Mapping Multiple Risk Profiles


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 “Know your Client” tab allows you to capture specific KYC information that’s essential to meet compliance standards.

Remember that this is not risk tolerance this is more of knowing their investment experience, knowledge and past investments that they have saved in.

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