Planit:Introduction to the Integrated Financial Plan

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In this Video you will Learn...
What is the Integrated Financial Plan and what can it do for my client?
• Integrated - life goals, investment, estate, risk
• Preview pages - strategy, implementation, need on death, estate analysis
• Considers all needs together

Keep on Track! Continue training on...
Integrated Planning Getting Started
Why You Should Use Planit Integrated Financial Plan

Other Related Topics
Purpose of an IFP Introduction to Integrated Planning Executive Summary


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.