Planit:Purpose of a PFS

From Planipedia
Jump to: navigation, search


Planit.gif Learn by Watching!


PlanPlus Planit.jpg
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 can I interpret and present the 'Purpose' page of the Personal Financial Strategy?
• Strategy based on client's current position, goals and assumptions
• Client accept basis of strategy
• Importance of reviews for accuracy

Keep on Track! Continue training on...
Personal Financial Strategy

Other Related Topics
Introduction to Life Planning Introduction to the Personal Financial Strategy Action Plan


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.