Planit:Stock Option Report

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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 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

Keep on Track! Continue training on...
Investment Management Life Planning
Why You Should Use Planit Assets and Liabilities Screen

Other Related Topics
Employee Stock Options Default Revenues Add an Asset

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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