Planit:Net Worth Report

From Planipedia
Jump to: navigation, search


Planit.gif Learn by Watching!


PlanPlus Planit.jpg
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 Net Worth Report and how can I present it to my client?
• Gather information (for review)
• Shows total assets and liabilities
• Accessed from Assets & Liabilities screen

Keep on Track! Continue training on...
Assets and Liabilities Screen

Other Related Topics
Add an Account (Canada) Add an Account (Malaysia) Add a Liability
Introduction to the Assets and Liabilities Screen (Canada) Introduction to the Assets and Liabilities Screen (Malaysia) Morningstar


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.