Planit:Planning Process Tracks

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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.


These tracks are meant to guide you through the process of completing the Planit data entry for a planning task, allowing individual users to choose the curriculum that is most appropriate to their business model and operating style. Two advisors in the same environment may find that they will select somewhat different program options based on their objectives relative to the services they wish to provide to their clients and the benefits they hope to achieve through PlanPlus Planit.

Below we have outlined all of the training topics applicable to certain planning areas, also referred to as 'process flows' in PlanPlus Planit. You can use the arrow buttons beside a planning area to organize the topics according to a suggested order for each track. These training tracks are designed to help you identify the modules you should plan to do in order to accomplish your personal objectives, however, you should view the topics appropriate to your own pace and existing knowledge.


Planning Process Tracks

Title Description Key Points Level Investment Management Modular Planning Life Goals Integrated
Introduction to Modular Planning 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
1 N/A .1) Video N/A N/A
Introduction to Investment Management How does PlanPlus Planit help me manage my clients' investments?
  • Investment Policy Process Flow
  • Asset allocation and indices

• Risk Tolerance and Portfolio Objectives

  • Advice Centred to Implementation
1 .1) Video N/A N/A N/A
Introduction to Life Goals Planning How does PlanPlus Planit help me manage my clients' life goals?
  • What is life goals planning
  • Cash flow based methodology
  • Graduated tax calculations
  • Multiple objectives
  • Auto Model process
2 N/A N/A .1) Video N/A
Introduction to Integrated Planning How does PlanPlus Planit help me manage the full scope of my clients' financial life?
  • Life goals versus integrated planning
  • Goals plus investment plus risk
  • Specialized components
3 N/A N/A N/A .1) Video
Add a Client How do I add a new client to PlanPlus Planit?
  • Home screen, add client
  • Family Member data entry
  • Note: Integration migration
1 .2) Video .2) Video .2) Video .2) Video
Retired Clients How do I enter information properly for a client that is already retired?
  • Planning Assumptions - retire age, edit benefits to exact amount
  • Cash Flow incomes, input or calculate for family expenses, detailed cash flow
  • Objectives - only retirement lifestyle - edit it to be appropriate
  • Savings - empty
  • Modelling Assumptions - no work longer
N/A 30) Video 46) Video 54) Video
Introduction to the Personal Information Screen What do I enter on the Personal Information Screen?
  • Purpose of screen
  • Overview of data entry required
  • Differences with process flow
1 .3) Video .3) Video .3) Video .3) Video
Family Members What information about my client do I need to enter on the Personal Information Screen?
  • Field entry requirements
  • Add Dependent
1 .4) Video .4) Video .4) Video .4) Video
Introduction to the Engagement Screen What do I enter on the Engagement Screen?
  • Purpose of screen
  • Overview of data entry required
  • Add goal
1 .5) Video .5) Video .5) Video .5) Video
Introduction to the Planning Assumptions Screen What do I enter on the Planning Assumptions Screen?
  • Purpose of screen
  • Overview of data entry required
  • Differences with process flow
C .6) Video .6) Video .6) Video .6) Video
General Assumptions What do I enter in the General Assumptions fields?
  • Jurisdiction
  • Inflation assumption
  • Discount
  • Return reduction
  • Allocation method
  • What should you use? Defaults are fine
C .7) Video .7) Video .7) Video .7) Video
Inflation Assumption How does the inflation assumption affect my client's plan?
  • Planning assumptions value
  • Indexation default for savings, goals, pensions/revenues
  • Rate of Return includes inflation
  • Tax rates inflate (tax creep)
  • Present Value vs Future Value (discount rate)
C Extra Video Extra Video Extra Video Extra Video
Return Reduction Can I change the assumed rate of return used by PlanPlus Planit?
  • Understand where Rates of Return comes from
  • Planning assumptions, return reduction
  • Be able to justify
C .8) Video N/A N/A N/A
Retirement Age Where can I change my client's planned retirement age, and what does this affect?
  • Planning Assumptions
  • Savings, Pensions & Other Revenues, goals
C N/A .8) Video .8) Video .8) Video
Mortality Assumption Where can I change my client's assumed age of mortality, and what does this affect?
  • Planning Assumptions screen
  • Lightbulb - likelihood of mortality
  • Run out early, shorten lifestyle unnecessarily
1 N/A .9) Video .9) Video .9) Video
Government Benefit Assumptions Where can I change the amount of government benefits my client is assumed to receive?
  • Planning Assumptions edit
  • Add/remove benefits
  • Data entry required
1 N/A 10) Video 10) Video 10) Video
CPP Benefits (Canada) How can I change the amount of CPP benefits my client is assumed to receive?
  • Planning Assumptions edit
  • Percentage, Calculate Percentage, Amount
  • Already retired clients, amount
  • Data entry required
1 N/A 11) Video 11) Video 11) Video
OAS Benefits (Canada) How can I change the amount of OAS benefits my client is assumed to receive?
  • Planning Assumptions edit
  • Already retired clients
  • Data entry required
1 N/A 12) Video 12) Video 12) Video
Tax Assumptions What are the tax assumptions for my jurisdiction, and how are they used?
  • Tax assumptions by jurisdiction
  • Exemptions and rooms currently available to use
  • Income splitting
C N/A N/A 13) Video 13) Video
Income Tax Splitting How do I show that my clients will split their pension income in order to reduce their taxes payable?
  • Setting on the Planning Assumptions screen
  • What, when and how income is split
  • Reduction in taxes payable
1 N/A N/A Extra Video Extra Video
Estate Assumptions Where can I change assumed estate expenses and fees, and what does this affect?
  • Planning Assumptions data entry fields
  • Estate distribution analysis and needs on death
3 N/A N/A N/A 14) Video
Introduction to the Assets & Liabilities Screen What do I enter on the Assets and Liabilities Screen?
  • Purpose of screen
  • Overview of data entry required
  • Basic screen features
C .9) Video 13) Video 14) Video 15) Video
Summary Assets and Liabilities How do I quickly input assets or liabilities?
  • Entering summary assets
  • Entering summary liabilities
  • Entering summary savings
C 10) Video 14) Video 15) Video 16) Video
Add an Account How do I add another account to the Assets and Liabilities Screen?
  • Add Account
  • Detailed account information
  • Account and regulatory types
C 11) Video 15) Video 16) Video 17) Video
Edit an Account How do I change the account type or information?
  • Change default accounts
  • Edit account
  • Detailed account information
C Extra Video Extra Video Extra Video Extra Video
Defined Contribution Pension (Canada) How can I include a defined contribution pension into my client's plan?
  • Contribution Pension as account
  • Custom product allocation breakdown
  • Or add detailed products if known
  • Balance and savings
  • Employer contribution
C N/A Extra Video Extra Video Extra Video
Group RRSP (Canada) How do I properly include a Group RRSP into my client's plan?
  • Group RRSP account
  • Detailed, summary or custom assets
  • Savings and contributions
C N/A Extra Video Extra Video Extra Video
Add an Asset How do I add an asset to an account?
  • Expand, add new asset
  • Product Search
  • Detailed asset information
C 12) Video 16) Video 17) Video 18) Video
Add a Personal Use Asset How can I add a personal use asset like a car or boat to my client's accounts?
  • Personal Use, new asset
  • Data entry fields
  • Liability information
C 13) Video Extra Video 18) Video 19) Video
Add a Liability How do I add a loan or other liability on my client's assets?
  • Summary liability column
  • Edit or new asset
  • Liability information data entry
C Extra Video N/A Extra Video Extra Video
Holding Company (Canada) How do I add a holding company to my clients assets properly?
  • Add Holding Company account
  • Detailed account data entry
3 Extra Video Extra Video Extra Video Extra Video
Rental Property (Canada) How do I properly include a rental property into my client's plan?
  • Personal Use asset (and liability)
  • Rental income in Pensions & Other Revenues
  • Disposition Strategy
3 Extra Video Extra Video Extra Video Extra Video
Business Asset and Disposition Revenue How do I include the expected sale of a business into my client's plan?
  • Business/other account
  • Asset disposition data entry
  • Preview record in Pensions & Other Revenues
2 N/A Extra Video Extra Video Extra Video
Disposition Strategy How do I properly show the disposition strategy of my client's personal use or business asset in the event of retirement or death?
  • Detailed account disposition data entry
  • Created revenue stream Pensions and Other Revenues
2 N/A Extra Video Extra Video Extra Video
Beneficiary Designation How do I designate a beneficiary for an account?
  • Edit account
  • Assign beneficiary
  • Preview Estate Distribution Analysis
3 N/A N/A N/A 20) Video
Subject to Probate Where do I identify probate fees for accounts?
  • Probate rate on Planning Assumptions
  • Edit account
  • Check Subject to Probate
  • Preview Estate Distribution Analysis
3 N/A N/A N/A 21) Video
Liabilities on Death How do I show the payment of a liability or liability insurance in the event of a client's death?
  • Liability information checkbox
  • Liability insurance policy
  • Alternative goal in death scenario
2 N/A N/A Extra Video 22) Video
Employee Stock Options (Canada) How can I calculate and include my client's potential gain from their Stock Options?
  • Stock Option account type
  • Edit or add asset as option
  • Option details data entry
  • Black Scholes and Constant Growth
  • Understanding the Option Values
3 Extra Video Extra Video Extra Video Extra Video
Stock Option Report (Canada) What is the Stock Option Analysis and how can I interpret it?
  • Review of asset data entry
  • Role of advisor in determining exercise
  • Potential value capture
  • Preferred order and years to exercise
3 Extra Video N/A Extra Video N/A
Custom Asset What is the custom asset feature and how do I use it? How do I add a mutual fund to my clients' assets? How do I add a bond portfolio to my clients' assets?
  • All items as custom asset
  • Add custom asset
  • Asset data entry fields
  • Allocation breakdown
1 14) Video Extra Video 19) Video Extra Video
Account Portfolio What is an Account Portfolio? How do I put an account under a particular investment portfolio?
  • Investment Portfolios by account(s)
  • Change Portfolio under detailed account
  • Overview Create Account Portfolio
C 15) Video N/A 20) Video 23) Video
Add a Portfolio How do I put an account into a new investment portfolio?
  • Add Portfolio from account
  • Portfolio description data entry
  • Assign portfolio objectives
  • Selection and validation of type
2 Extra Video N/A Extra Video Extra Video
Morningstar How does PlanPlus integrate with Morningstar to make my plans more accurate?
  • Morningstar features
  • Pricing updates
  • How to upgrade
16) Video N/A Extra Video Extra Video
Introduction to the Insurance Screen What do I enter on the Insurance Screen?
  • Purpose of screen
  • Overview of data entry required
  • Screen feel summary vs detailed
C N/A N/A 21) Video 24) Video
Summary Insurance How do I quickly enter my clients' insurance benefits?
  • Summary life insurance entry
  • Summary disability insurance entry
C N/A N/A 22) Video 25) Video
Life Insurance How do I add detailed information on my client's life insurance coverage?
  • Insurance screen, add
  • Data entry fields required
  • New appearance of Insurance screen
1 N/A N/A Extra Video Extra Video
Disability Insurance How do I add detailed information on my client's disability insurance coverage?
  • Insurance screen, add
  • Data entry fields required
  • New appearance of Insurance screen
1 N/A N/A Extra Video Extra Video
Add an Insurance Policy How do I add detailed information on my client's disability insurance coverage?
  • Insurance screen, add
  • Data entry fields required
  • New appearance of Insurance screen
1 N/A N/A Extra Video 26) Video
Introduction to the Cash Flow Management Screen What do I enter on the Cash Flow Screen?
  • Purpose of screen
  • Overview of data entry required
  • Screen feel summary vs detailed
C N/A N/A 23) Video 27) Video
Summary Cash Flow How do I quickly enter my clients' income and savings?
  • Summary incomes
  • Summary tax deduction
C N/A N/A 24) Video 28) Video
Auto Reinvest Investment Income What is the 'Auto Reinvest Investment Income' feature, and what does it affect?
  • Investment income as savings or lifestyle
  • Capital accumulation
C N/A N/A Extra Video Extra Video
Detailed Cash Flow How can I enter more information about my client's income and expenses, to help them better manage their cash flow?
  • Detailed cash flow not required
  • Options in amount of data entry
  • Overview of field types
1 N/A N/A Extra Video Extra Video
EPF Tax Deductions (Malaysia) How do I enter a tax deduction based on my client's EPF contributions?
  • Tax deduction on Cash Flow screen
  • 6000 or EPF I Savings, whichever is less
  • Employer Account II contributions counted as income and tax deductions
1 N/A N/A Extra Video Extra Video
Introduction to the Goals & Objectives Screen What do I enter on the Goals and Objectives Screen?
  • Purpose of screen
  • Overview of data entry required
C N/A 17) Video 25) Video 29) Video
Add Objective How do I add another of my clients' personal objectives?
  • Add
  • Detailed objective fields
  • Don't forget to rank
C N/A N/A 26) Video 30) Video
Ranking Objectives How do I prioritize my clients' objectives?
  • Getting it from your client(s)
  • Ranking data entry
C N/A N/A 27) Video 31) Video
Funded From How do I show that my client's goal will be funded from a specific portfolio?
  • Light bulb overview
  • Detailed objective - portfolio checkbox, %
  • Education - two goals, 50% funded
C N/A 18) Video Extra Video Extra Video
Tiered Retirement Lifestyle How do I show that my client wants to spend less as they grow older?
  • Detailed retirement lifestyle objective
  • Add tier, change dates, amount
  • When you can suggest this to clients
C N/A 19) Video Extra Video Extra Video
Education Goal How do I show my clients' objective to cover educational costs for their children?
  • Process flow options
  • Add objective
  • Tie to education accounts, savings
C N/A 20) Video 28) Video 32) Video
Education Institutions How can I help my client determine the cost of sending their child to university or college?
  • Objectives screen Institutions
  • Search costs examples
C N/A Extra Video Extra Video Extra Video
Goals on Death and Disability How do I show a goal that my client has specifically in the event of death or disability?
  • Death and disability tabs
  • Add objective
  • Data entry example
2 N/A N/A Extra Video Extra Video
Active Scenario What is an active scenario? How do I change the active scenario? Where do I see the data entry for a particular scenario?
  • Introduction to multiple scenarios
  • Change scenario - Planning Assumptions
  • Edit scenario
  • Screens affected
2 N/A N/A Extra Video Extra Video
Death Scenario What does the 'Death' tab mean on my screen? How do I use a scenario planning for the event of my client's death?
  • Intro to multiple scenarios, immediate death
  • Add specific savings, revenues, goals etc.
  • Example revenue entry
2 N/A N/A Extra Video Extra Video
Disability Scenario What does the 'Disability' tab mean on my screen? How do I use a scenario planning for the event of my client's disability?
  • Intro to multiple scenarios, immediate disability
  • Add specific savings, revenues, goals etc.
  • Example revenue entry
2 N/A N/A Extra Video Extra Video
Multiple Scenarios How do I compare different scenarios on my clients' financial goals?
  • Introduction to concept and tabs
  • Current, Active, Death, Disability
  • Change active in different screens (P&OR, Goals, Savings)
  • See results for each scenario
2 N/A N/A 29) Video 33) Video
Create Scenario How do I create a separate planning scenario for my client's finances, like working longer, or moving to a smaller home?
  • Planning Assumptions, add scenario
  • Data entry scenario description
  • Changing data in active scenario
2 N/A N/A 30) Video 34) Video
Introduction to the Pensions and Other Revenues Screen What do I enter on the Pensions and Other Revenues Screen?
  • Purpose of the screen
  • Overview of data entry required
1 N/A 21) Video 31) Video 35) Video
Default Revenues What are the revenues that automatically appear on the Pensions & Other Revenues screen?
  • Government benefit assumptions
  • Salary, tax deductions
  • Asset disposition - personal use and holdco
1 N/A Extra Video Extra Video Extra Video
Add a Revenue How do I add another source of revenue for my client?
  • What kinds of things do you add?
  • Detailed revenue fields
1 N/A 22) Video 32) Video 36) Video
Inheritance How do I include an expected inheritance into my client's plan?
  • Pensions & Other Revenues detailed entry
  • Tax rate
1 N/A Extra Video Extra Video Extra Video
Sale of a Cottage (Canada) How do I include the expected sale of a cottage into my client's plan?
  • Personal Use account
  • Asset disposition data entry
  • Preview record in Pensions & Other Revenues
2 N/A Extra Video Extra Video Extra Video
Residence Downsize How do I show the revenue coming from a client's residence downsize?
  • Pensions & Other Revenue detailed entry
  • Tax rate
  • Choice edit death disability scenario
1 N/A Extra Video Extra Video Extra Video
Defined Benefit Pension (Canada) How do I properly include a defined benefit pension into my client's plan?
  • See Pension Calculator prior
  • Pension & Other Revenue data entry
  • Bridge entered separately
1 N/A Extra Video Extra Video Extra Video
Override Default Withdrawals How do I override the withdrawals assumed by PlanPlus Planit?
  • When it is appropriate
  • Pensions & Other Revenue forced withdrawal data entry
  • Tax optimization alternative
2 N/A N/A Extra Video Extra Video
Income During Retirement How do I show that my client may continue receiving some income even after retirement?
  • Add Revenue
  • Data entry required
  •  % taxable
1 N/A Extra Video Extra Video Extra Video
Civil Servant Pension (Malaysia) How do I properly include a civil servant pension into my client's plan?
  • Calculation formula
  • Pension & Other Revenues data entry
1 N/A Extra Video Extra Video Extra Video
Introduction to the Will Information Screen What do I enter on the Will Information Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Will Information tab
  • Distribution tab
  • Analysis tab
3 N/A N/A N/A 37) Video
Will Information How do I enter information about my client's will?
  • Will information screen
  • Data entry
3 N/A N/A N/A 38) Video
Estate Distributions How do I show my client's desired distribution of his/her estate?
  • Will Information screen
  • First, second, residual distribution
3 N/A N/A N/A 39) Video
Will Information Analysis Tab How do I adjust the estate income taxes and view estate reports?
  • Estate taxable income
  • Estate tax credits
  • Income tax report same as cash flow
  • Review purpose of other reports
3 N/A N/A N/A 40) Video
Estate Distribution Analysis How do I interpret the Estate Distribution Analysis, or present it to my client?
  • Account distribution
  • Residual distributions
  • Taxation
  • Estate value/erosion
  • Determine need for estate planning
3 N/A N/A N/A Extra Video
Estate Net Worth How can I interpret and present the Estate Net Worth report?
  • Access on Will Information screen
  • Overview of estate value and erosion
  • Determine need for additional estate planning
3 N/A N/A N/A Extra Video
Estate Liquidity Analysis How can I interpret and present the Estate Liquidity Report?
  • Access on Will Information screen
  • Liquid assets available versus estate funds needed
  • Determine need for additional estate planning
3 N/A N/A N/A Extra Video
Introduction to the Savings Screen What do I enter on the Savings Screen?
  • Purpose of the screen
  • Overview of data entry required
1 N/A 23) Video 33) Video 41) Video
Add or Tier Savings How do I show additional savings in my client's plan, say after a mortgage is paid off?
  • Expand savings stream
  • Detailed data entry required
1 N/A 24) Video 34) Video 42) Video
Employer Contributions How do I show an employer's contribution to my client's pension fund?
  • When appropriate
  • Savings screen, employer match
1 N/A Extra Video 35) Video 43) Video
Government Grants How do I add a government grant - for education, retirement, or other purposes?
  • When appropriate
  • Savings screen, employer match
1 N/A 25) Video Extra Video Extra Video
EPF Contributions (Malaysia) How do I properly show employee and employer contributions to EPF Accounts?
  • Calculation of contributions
  • Employee savings on Assets and Liabilities
  • Savings screen, employer contribution to Account I
  • Cash Flow screen, employer contribution to Account II
1 N/A Extra Video Extra Video Extra Video
Introduction to the Risk Profile Screen What do I enter on the Risk Profile Screen?
  • Purpose of the screen
  • Overview of data entry required
  • FinaMetrica option
1 17) Video N/A 36) Video 44) Video
FinaMetrica 12 What is FinaMetrica 12, and how can it better my financial services?
  • World class risk profiling system
  • Example questions and report
  • Accuracte investment strategy
Extra Video N/A Extra Video Extra Video
FinaMetrica 25 What is FinaMetrica 25, and how can it better my financial services?
  • World class risk profiling system
  • Example questions and report
  • Accuracte investment strategy
Extra Video N/A Extra Video Extra Video
FinaMetrica Risk Profile Report How can I interpret the FinaMetrica Risk Profile Report, and how should I use it with my client?
  • Risk Profile in band of popularity
  • Consistency of responses with level
  • Inconsistency - talk through expectations
Extra Video N/A Extra Video Extra Video
Multiple Risk Profiles How do I show that my client and their spouse or dependents have different risk tolerances?
  • Risk tolerance questions
  • Add profile
1 18) Video N/A 37) Video 45) Video
Know Your Client 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
1 Extra Video N/A Extra Video Extra Video
Introduction to the Portfolio Objectives Screen What do I enter on the Portfolio Objectives Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Overview of portfolio mapping
1 19) Video N/A 38) Video 46) Video
Recommending Portfolios How do I select an appropriate portfolio for my client's risk tolerance and accounts?
  • Risk tolerance for multiple risk profiles
  • Default suggestion based on risk tolerance, objective questions
  • Selection and validation
  • Override with evidence
1 20) Video N/A 39) Video 47) Video
Selection and Validation What do I enter on the Selection & Validation section of the Portfolio Objectives screen?
  • Restrictions note
  • Target vs recommended
  • Why change default?
1 Extra Video N/A Extra Video Extra Video
Portfolio Mapping How do I properly use investment portfolios for different accounts and risk tolerances?
  • Portfolio designation by account
  • Risk Profile tolerance levels
  • Portfolio Objective questions
  • Selection and Validation
  • Asset Allocation Recommended Portfolio
1 21) Video N/A Extra Video Extra Video
Introduction for the Asset Allocation Screen What do I enter on the Asset Allocation Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Current vs target vs recommended
1 22) Video N/A 40) Video 48) Video
Where do Rates of Return Come From? How does PlanPlus calculate its rates of return?
  • Source indices (by country)
  • Annual Rate of Return + inflation, weighted by % portfolio
  • Compliance and evidence
  • Return reduction feature reference
1 Extra Video N/A Extra Video Extra Video
Summary Asset Allocation How do I enter the current asset allocation of my client's summary assets?
  • Brief screen orientation
  • Data entry fields $
  • Data collection required
2 Extra Video N/A Extra Video Extra Video
Current Portfolio How do I interpret or edit the 'current portfolio' in the Asset Allocation screen?
  • Asset allocation from detailed assets
  • Show allocation breakdown of products
2 23) Video N/A 41) Video 49) Video
Custom Portfolio How do I recommend a custom asset allocation for my client's assets?
  • Why you would do this
  • Asset Allocation Custom Portfolio
  • Data entry % or $
2 Extra Video N/A Extra Video Extra Video
Target Portfolio What is the Target Portfolio? What do I need to enter for the Target Portfolio?
  • Comes from Risk Profile and Portfolio Objectives
  • Selected vs Recommended
2 24) Video N/A 42) Video 50) Video
Introduction to the Modelling Assumptions Screen What do I enter on the Modelling Assumptions Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Introduction to AutoModel process
2 N/A N/A 43) Video 51) Video
Auto Model Process How does Planit determine what changes my client needs to make for financial success?
  • Purpose of AutoModel
  • AutoModel steps for solution
  • Client data gathering and presentation
2 N/A N/A 44) Video 52) Video
Savings Thresholds How do I show that my client is willing to save more in order to meet their objectives?
  • Modelling Assumptions thresholds
  • Quick review AutoModel
  • Data entry
  • For Modular process, use Planning Alternatives
2 N/A N/A Extra Video Extra Video
Retirement Thresholds How do I show that my client is willing to retire later or on less income if required?
  • Modelling Assumptions thresholds
  • Data entry
  • Quick review AutoModel
  • Adjust age before income box
  • Planning Alternatives for modular planning
2 N/A N/A Extra Video Extra Video |
Life Cycle Portfolios How do I show that my client wants to assume less or more risk as they grow older?
  • Modelling Assumptions
  • Data entry
  • Lower target return - solve
2 N/A N/A Extra Video Extra Video
Modelling Assumptions Results How can I view and interpret the results of a life goals process flow?
  • Sneak peek of results from Modelling Assumptions screen
  • Reading the graph
  • Shortfall or surplus
2 N/A N/A 45) Video 53) Video
Introduction to the Results Screen What do I enter on the Results Screen?
  • Final planning assumptions to frame calculations
  • Results tab - result of calculation
  • Uncertainty of outcome - likelihood of goal achievement
  • Planning alternative - create a surplus
C N/A 26) Video N/A N/A
Assumptions and Notes Tab What assumptions must I enter before calculating the results for my modular goal?
  • Tax calculations
  • Investment income distribution
  • Rate of Return and Standard Deviation
  • What should you use?
C N/A 27) Video N/A N/A
Modular Goal Results How do I calculate and interpret the results of a modular goal entry?
  • Reading the graph
  • Shortfall or surplus
  • Percent of Goal Achieved
C N/A 28) Video N/A N/A
Planning Alternatives What can I change in my modular plan to solve my clients' shortfall?
  • Graph orientation
  • Sliding bar
  • Different variables
C N/A 29) Video N/A N/A
Certainty of Outcome How do I tell if my clients will be able to achieve their goals even if their rate of return changes?
  • Assumptions are based on evidence, but never guaranteed
  • Likelihood of achieving goals given different assumptions
  • Reading and presenting graph
  • Change in Reliability Forecast page
1 N/A Extra Video N/A N/A
Introduction to the Product Selection Screen What do I enter on the Product Selection Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Basic screen flow
25) Video N/A 47) Video 55) Video
Apply a Portfolio How do I recommend an investment portfolio to my client's assets?
  • Product Selection Choose Portfolio
  • Matching portfolios to asset allocation recommendation
26) Video N/A Extra Video Extra Video
Apply Favourite Products How do I recommend my favourite products to my client's investments?
  • Product Selection Choose Favourites
  • Change balance to more than $0
Extra Video N/A Extra Video Extra Video
Apply a Fund How do I recommend an investment product to my client's assets?
  • Product Selection Choose Fund
  • Change balance to more than $0
Extra Video N/A Extra Video Extra Video
Rebalancing Summary How do I read the Rebalancing Summary to understand how I've recommended investment products?
  • Assume some products or portfolios added
  • Align with risk and target asset allocation
  • Read target, recommended, and difference
  • Adjust fields for Net 0 difference
27) Video N/A Extra Video Extra Video
Fund Fact Sheets Where can I find more detailed information on a certain product, possibly to present to my client?
  • Access through Product Search
  • Reports vary by deployment
  • Some of the key fund properties covered
Extra Video N/A N/A N/A
Review Process How can I manage reviews of my client's financial progress with PlanPlus Planit?
  • Importance/value of review
  • Comparing snapshots
  • Data entry required
1 N/A N/A 48) Video 58) Video
Critical Illness Calculator How do I calculate the coverage my client would need in the event of a critical illness?
  • Load scenario
  • Data entry required
C N/A N/A N/A 56) Video
Long Term Care Calculator How do I calculate the coverage my client would need for long term care expenses?
  • Load scenario
  • Data entry required
C N/A N/A N/A 57) Video
Introduction to the Your Working Documents Screen How do I use the Working Documents Screen? How do I create a document or report?
  • Purpose of the screen
  • Document generation
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Introduction to the Investment Policy Statement What is the Investment Policy Statement and what can it do for my client?
  • Investment Management document
  • Plan suggestions - asset allocation, implementation strategy
  • Education on asset allocation and risk return
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Introduction to the Personal Financial Strategy What is the Personal Financial Strategy and what can it do for my client?
  • Life Goals document
  • Plan solutions for goal achievement
  • Philosophy and education
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Introduction to the Long Term Cash Flow Spreadsheets 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
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Introduction to the Integrated Financial Plan What is the Integrated Financial Plan and what can it do for my client?
  • Integrated - life goals, investment, estate, risk
  • Preview pages - strategy, implementation, need on death, estate analysis
  • Considers all needs together
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Introduction to the Retirement Income Planning Report What is the Retirement Income Planning Report and what can it do for my client?
  • Modular goal report
  • Results, shortfall or surplus
  • Planning alternatives
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Retirement Goal Audit How can I help my client determine the income they will need to fund his/her retirement lifestyle?
  • Different clients need different lifestyles in retirement
  • Audit tool as value added
  • Audit data fields and calculation
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