Planit:Introduction to the Personal Financial Strategy

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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 Personal Financial Strategy and what can it do for my client?
• Life Goals document
• Plan solutions for goal achievement
• Philosophy and education

Keep on Track! Continue training on...
Life Planning Getting Started
Personal Financial Strategy Why You Should Use Planit

Other Related Topics
Introduction to Life Planning Introduction to the Long Term Cash Flow Spreadsheet Purpose of a PFS


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.