Planit:Purpose of an IFP

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In this Video you will Learn...
How do I interpret and present the 'Introduction' page of my client's Integrated Financial Plan?
• Key disclaimers
• Complex life goals strategy

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

Other Related Topics
Introduction to the Integrated Financial Plan 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.