Planit:Introduction to Integrated Planning

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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 does PlanPlus Planit help me manage the full scope of my clients' financial life?
• Life goals versus integrated planning
• Goals plus investment plus risk
• Specialized components

Keep on Track! Continue training on...
Integrated Planning Integrated Financial Plan

Other Related Topics
Introduction to the Integrated Financial Plan Critical Illness Calculator Long Term Care Calculator
Introduction to the Will Information Screen Estate Distribution Analysis Estate Liquidity Analysis
Holding Company Employee Stock Options Introduction to Life Planning


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 “Integrated Planning” process flow extends the capability of Planit for CFP advisors and others providing integrated planning as defined by the Financial Planning Standards Council. This process flow also includes a document called the “Integrated Financial Plan” this document contains content similar to the Personal Financial Strategy, its key differences are that it incorporates Estate Planning components as well as a Critical Illness and Long Term Care analysis. The plan is also presented from an integrated perspective. Users must request access to this feature, which is available at no extra cost.