Planit:Introduction to the Assets and Liabilities Screen (Canada)

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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 do I enter on the Assets and Liabilities Screen?
• Purpose of screen
• Overview of data entry required
• Basic screen features

Keep on Track! Continue training on...
Investment Management Modular Planning
Life Planning Integrated Planning
Getting Started Assets and Liabilities Screen

Other Related Topics
Account Portfolio Summary Assets and Liabilities (Canada) Add an Asset (Canada)

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 Assets & Liabilities screen allows you to identify the client’s investments and personal use assets and liabilities. It can also identify your client's savings within this screen. Sufficient data can be inputted to allow you to generate a net worth statement for your client.

When entering assets and liabilities into the PlanPlus Planit, you have the option to enter assets at a “Summary” level or at a more “Detailed” level of information of all accounts and investments within those accounts.