Planit:What Kind of Documents Are There?

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Learn by Watching!

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 kinds of documents and reports can I produce on Planit? Which document is right for my clients' needs? • Total number of documents and type • Sample IPS, PFS, IFP (overview) • High overview of document titles • Document production by process flow • Refer to Your Working Documents, planplus.com Keep on Track! Continue training on... Getting Started Investment Policy Statement Personal Financial Strategy Integrated Financial Plan Initial Assessment Retirement Income Planning Report Long Term Cash Flow Spreadsheet Your Working Documents Screen Why You Should Use Planit Other Related Topics Investment Management Document Comparison Introduction to the Investment Policy Statement Introduction to the Personal Financial Strategy Introduction to the Integrated Financial Plan Introduction to the Retirement Income Planning Report Introduction to the Long Term Cash Flow Spreadsheet

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.

Learn by Reading!

PlanPlus Planit provides a wealth of choices relative to how your analysis and recommendations are presented to clients. To assist you in understanding the purpose and benefits of each of the most popular documents we have prepared this overview. First we’ll look at the three documents that relate to modular Investment Planning.

Investment Planning
Component	Investment Policy Statement	Executive Summary IPS	Investment Policy Overview	Asset Allocation Comparison Document	Implementation Strategy
Style	Comprehensive	Intermediate	Basic	Strategy Highlights	Implementation Only
Length	24 pages	15 pages	4 pages	2 pages	1 page
Analysis of Current Portfolio	Yes	Yes	No	Yes	No
Recommended Target Portfolio	Yes	Yes	Yes	Yes	No
Multiple Portfolio View	Yes	Yes	No	No	Yes
Tactical Implementation (Product Selection)	Yes	No	No	Yes	Yes
Client Educational Content	Significant	Minimal	None	None	None
Action Plan Checklist	Yes	Yes	No	No	No
Future Planning Action Steps (Transition)	Yes	Yes	No	No	No

Now let’s consider the three documents that focus on comprehensive planning. Each of these documents address Investment Planning, Retirement and Education Planning as well as needs on Death or Disability. However, their differing depth and breadth allow you to use the tool that suits your personal style and the individual needs of your client.