Planit:Funded From

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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...
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

Keep on Track! Continue training on...
Life Planning Integrated Planning
Goals & Objectives Screen Modular Planning

Other Related Topics
Introduction to the Goals and Objectives Screen Add Objective Education Goal (Modular)
Education Goal (Life Planning) Portfolio Mapping Add a Portfolio


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.