Planit:Introduction to Investment Management

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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 my clients' investments?
• Investment Policy Process Flow
• Asset allocation and indices
• Risk Tolerance and Portfolio Objectives
• Advice centred to Implementation

Keep on Track! Continue training on...
Investment Management Investment Policy Statement

Other Related Topics
Introduction to the Investment Policy Statement Investment Management Document Comparison Process Flows
Introduction to the Asset Allocation Screen (Canada) Introduction to the Asset Allocation Screen (Malaysia) Custom Portfolio
FinaMetrica 12 Introduction to the Portfolio Objectives Screen Introduction to the Product Selection Screen


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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As seen here in the screen shot, this process flow incorporates seven data entry screens that when completed will produce an Investment Policy Statement. In some versions of Planit you can even choose from several different IPS documents depending on your operating style and the sophistication level of your client. The data entry for this process can be completed in as little as 5 minutes and will identify your client's current investment behaviour as well as a recommended investment strategy that you, their advisor, can control.