Planit:Learning Circle Recordings
From Planipedia
PlanPlus has a serious commitment to users to help them learn to use PlanPlus Planit effectively. One of our programs that demonstrates that commitment is our free Planit Learning Circle Webex sessions that are held on a regular basis. These are short (15 - 30 minute) highly focused sessions that review very specific topics with the opportunity for participants to ask questions. The feedback we get on these sessions is very positive. If you haven't joined us on these live sessions and would like to register to do so, just click here.
If you are able to attend these sessions live, that's great, but we also are recording these now so you can view past sessions if you missed them. Below you'll find a list of recorded sessions so you can choose the sessions that you need . . . when you need them! We have also identified the subscription level that each session relates to so you'll know if your access level includes the feature being discussed. We hope the posting of these training sessions are of value to you!
| Description of Session | Date Originally Presented | Link | Subscription Level |
|---|---|---|---|
| “ Integrated Planning Reports ” - Integrated planning with the most comprehensive process available, it introduces Estate and Living Benefits in addition to all areas in Life Planning. Our apologies for the sound quality. | June 27, 2019 | Click Here | Advanced |
| “ Life Planning Reporting Options ” - We review the various cash flow client reports and the long term cash flow spreadsheet. | June 13, 2019 | Click Here | Foundation |
| “ Modular Goal Reporting Options ” - We review the goals projection report and tax audit spreadsheet. | May 30, 2019 | Click Here | Foundation |
| “ MGP: Portfolio Turnover ” - Portfolio Turnover gives the user control of triggering income shifts from deferred to realized gains for tax purposes, considered to be like portfolio rebalancing. To recognize the more common reality of the reposition of assets into new product and the declaration of capital gains & dividends that portfolios actually turn over more frequently. | May 16, 2019 | Click Here | Advanced |
| “ Cash Flow Management is more than Budgeting ” - We discuss why CFM is foundational to financial success and the benefits of cash flow management using PlanPlus Planit. | May 02, 2019 | Click Here | Foundation |
| “ Mindset for Sales and Profit ” - Kieron will focus in on how to quickly develop a confident and lasting mindset to achieve higher sales and profit without feeling salesy. Each listener will take away 3 critical outcomes, so they can sustain a confident state of growth in business, have prospects love their presentation and leave their prospects with a feeling of “I really like their offering”. | April 18, 2019 | Click Here | Practice Management |
| “ The Value of Engagement ” - Surely no one will disagree that client engagement is important... Are you utilizing PlanPlus Planit to deepen client relationships? | April 04, 2019 | Click Here | Practice Management |
| “ PlanPlus Financial Planning Awards ” - The PlanPlus Global Financial Planning Awards were formed in 2013 to further establish financial planning as a recognized profession. We are doing this by bringing public and industry recognition to financial planners who are among the very best in their contribution to the profession. | March 07, 2019 | Click Here | Practice Management |
| “ NI 31-103 and Suitability ” - Matt Glasgow, Director of Sales joins us this week for a candid discussion on proposed changes to NI 31-103, and how PlanPlus Global's new offerings SuitabilityPro will support advisors to meeting these regulatory changes. | December 06, 2018 | Click Here | Practice Management |
| “ Asset Allocation ” - Asset allocation will determine the rate of return you use in your projections. We discuss how planning assumptions impact return on assets, where to find historical returns and benchmarks. | November 22, 2018 | Click Here | Foundation |
| “ Product Selection ” - In this session, we explore Production Selection and demonstrate how to recommend investment products using Morningstar Integration for tactical implementation. | November 08, 2018 | Click Here | Foundation |
| “ Life Cycle Portfolios & Preferred Portfolios ” - In the first part of the session we examine Life Cycle Portfolios, that empowers you to recognize adjustments to your client’s risk profile as they age. Then we move on to Preferred Portfolios, we demonstrate how to build model portfolios for implementing your investment recommendation. | October 25, 2018 | Click Here | Foundation |
| “ Modelling Insurance ” - Learn how to model insurance strategies on PlanPlus Planit. How to illustrate policy loans/repayments; max funding permanent insurance with increasing death benefits. | September 27, 2018 | Click Here | Advanced |
| “ Technology Tsunami ” - Guest Speaker George Hartman joins us for this session of learning circle to discuss technology's impact on the financial services industry. George has been a featured speaker at numerous conferences in Canada, the US, Germany, the Caribbean, Japan, Singapore, Malaysia and New Zealand, including the prestigious Million Dollar Round Table (MDRT) and Top of the Table annual meetings. | September 13, 2018 | Click Here | Practice Management |
| “ FAQ and Feedback” - In this session, we answer questions and feedback from PLC participants. | August 30, 2018 | Click Here | Foundation |
| “Why your clients aren't implementing your financial planning recommendations” - In this session, we discuss Prochaska's Stages of Change and how to utilize PlanPlus Planit to get clients to take action! | August 16, 2018 | Click Here | Practice Management |
| “ Living Benefits” - In this session, we discuss living benefits … we will demonstrate how minimal time spent can provide added value and financial peace of mind for your clients. | July 19, 2018 | Click Here | Foundation |
| “ Business Other Assets” - In this session, we take a detailed look at Business Other Assets (Opco, Holdco, Real Estate etc) and the many features and reports. | July 05, 2018 | Click Here | Foundation |
| “Evolution of Robos” - Robo-Advisors” friend or foe… Financial professionals offer far more than just financial advice, and their true value will never be replicated by software. Join us for a discussion hosted by PlanPlus founder and CEO Shawn Braymen. | June 21, 2018 | Click Here | Practice Management |
| “ Education Funding” - We review how to build in educating funding for Individual or Family Plans. Plus get tips and reminders for managing multiple goals. | June 07, 2018 | Click Here | Foundation |
| “ Optimizing Registered Withdrawals” - In the session, we discuss the capital depleted order; when taxes are paid on registered withdrawal and the different options for creating the optimal retirement distribution strategy. | May 24, 2018 | Click Here | Foundation |
| “Risk Management” - In this session dedicated to Risk Management, we demonstrate how to accomplish a quick Insurance Needs Analysis report or incorporate into a comprehensive plan. | April 26, 2018 | Click Here | Foundation |
| “ Estate Planning” - In this session dedicated to Estate Planning, we discuss why it should be a vital part of your financial management strategy, whether your clients are 30 or 50 years of age. We demonstrate how to generate Estate Analysis using multiple process flows. | April 12, 2018 | Click Here | Foundation |
| “ Frequently Asked Questions” - Over the course of a month, we receive on average more than 700 support requests. From those, we have gleaned the most commonly asked questions to share our answers with you. | March 29, 2018 | Click Here | Foundation |
| “Entities: Enhancements to Corporations” - Join us for an overview of the advanced functionality to corporations which includes:
• Multiple share classes with fixed and growth capability • Implementation of GRIP notional account into the analysis in order to distribute eligible Dividends • Possibility to set the order of type of dividends distributed • Corporate Cash Flow added to the Cash Flow screen • Enhanced Corporation and Tax Audit reporting |
March 15, 2018 | Click Here | New Features |
| “Private Pension Plans” - During this session we take a detailed look at how to enter private pension for both defined benefit and defined contribution plans. Learn how to model commuted values and a great resource pension calculations. | March 01, 2018 | Click Here | Foundation |
| “PlanPlus 2018 Canada Financial Planning Awards” - Registration for the 2018 PlanPlus Financial Planning Awards is just around the corner. Don’t miss this session we will be joined by Jason Pereira the 2017 Winner in Americas Region… find out what he has to say about the awards. | February 15, 2018 | Click Here | Practice Management |
| “Tax Changes to Private Corporations” - We are honored to have guest host Kevin Wark LL.B, CLU, TEP joining us. Kevin is a tax lawyer, prominent writer and recognized speaker on Canadian tax law as it applies to individuals and small businesses. Kevin will break down the recent tax changes to private corporation for 2018. | February 01, 2018 | Click Here | Foundation |
| “PlanPlus Roadmap 2018” - In this first session for 2018 you’ll get a sneak peak of some of the exciting new features and enhancement scheduled in the upcoming months. If you haven’t been using PlanPlus Planit regularly in your practice, be sure not to miss this session! | January 18, 2018 | Click Here | New Features |
| “Professional Development through Conference Attendance” - Join us for this session and we will help you determine the most beneficial financial planning conferences to attend to ensure you get the professional development you need.
Guest Host: Shawn Brayman, PlanPlus founder and CEO |
October 26, 2017 | Click Here | Practice Management |
| “ Frequently Asked Questions” - During this session we answered commonly asked questions.
A few of the topics discuss are Registered Payout Streams, Tax Optimization and Modelling Insurance to reflect max funding. |
October 12, 2017 | Click Here | Foundation |
| “Integrated Planning Process” - This process flow uses the Life Planning foundation with all its benefits, but is enhanced with Estate Planning and Living Benefits Analysis, allowing for a Holistic approach. | September 14, 2017 | Click Here | Foundation |
| “Planit Financial Calculators” - PlanPlus Planit includes over a dozen calculators which can assist in the completion of simple and reasonably complex financial calculations. Ranging from bond yields to debt consolidation or retirement income. In this session, we will focus on a few of the more commonly used calculators. | August 31, 2017 | Click Here | Foundation |
| “ Add Value by Helping your Clients Set Realistic Retirement Goals” - In this session, you’ll learn about a tool that’s available in Planit that will let you coach your clients to set a goal that is RIGHT for them. Not based on an arbitrary number like 70% of pre-retirement income. | August 17, 2017 | Click Here | Practice Management |
| “Review Process” - If you have been doing planning for more than a year or two, you know the challenge you face when it comes time to do a review. In this session, we’ll see highlights of PlanPlus Planit’s proprietary review process. Learn how to make your reviews engaging and interesting for you and your clients! | August 03, 2017 | Click Here | Feature |
| “Holding Company Enhancement v6.13” - Look no further . . . PlanPlus Planit version 6.13 introduces the features you need to get the job done for your Incorporated Professional and Business Owner clients. | July 20, 2017 | Click Here | Feature |
| “ New Features v6.13” - In this session you’ll learn about some of the new things happening in our most current release!
• Now you can collaborate with your client by inviting them via email to do the FinaMetrica 12 Risk Profile assessment online in a secure environment . . . how convenient! • New Cash Flow Management features that adapt to you and your client’s needs |
July 06, 2017 | Click Here | Feature |
| “Introduction to FinaMetrica” - FinaMetrica has gained international recognition as the world's best practice. The Toolkit’s reliability and validity is backed by over a million uses by thousands of financial advisors in over 20 countries. FinaMetrica helps advisors and their clients remain suitably invested through market highs and lows. Guest Host: Tyler Nunally | June 22, 2017 | Click Here | Feature |
| “Dear Planit” - During this session we answered questions submitted by Users . . . Also if you have a topic you would like to see covered, submit your idea and it will be considered for this session. | June 08, 2017 | Click Here | Foundation |
| “Cash Flow Management” - Join us as we review the Cash Flow Management Screen; entering deductions/credits and view the impact on the Income Tax Projection report. Also we take a sneak peak at the new enhancements. | May 25, 2017 | Click Here | Foundation |
| “ Creating Scenarios” - Learn how to create a Scenario, which gives users the ability to create as many scenarios as they desire. Each scenario can model a unique set of assumptions and identify the client’s situation based on those changes. | May 11, 2017 | Click Here | Foundation |
| “Value of Advice” feature in the Modular Goal Process - This relatively new feature allows you to demonstrate the value of your advice to your client. See how you can use this to help client’s understand how you have impacted their situation in a positive way. | Apr 27, 2017 | Click Here | Foundation |
| Audit Reports II: Life Planning LTCF – Understanding the Long Term Cash Flow in Life Goals Planning; Understanding the LTCF line by line; Understanding the TFSA optimization feature in the LTCF; Income distribution and reinvestment of after-tax investment income (unplanned savings) | Apr 13, 2017 | Click Here | Foundation |
| Audit Reports I: Modular Goal Tax Audit – Understanding the Tax Audit Report in Modular Goal Process; Why taxes on the Modular Goal Tax Summary Report might be different then Taxes Identified on the Tax Audit. | Mar 30, 2017 | Click Here | Foundation |
| Creating Multiple Portfolios – Learn how to use this feature to provide investment recommendations that are suitable to your client and their partner, even when their investment risk tolerance and portfolio objectives are very different. | Mar 16, 2017 | Click Here | Foundation |
| Certainty of Outcome – The PlanPlus Stochastic modelling tool, called Certainty of Outcome lets you explain the impact of rates of return and longevity on your long term projections. This award-winning alternative to Monte Carlo analysis can help your client understand the uncertainties of planning and how to address them. | Mar 02, 2017 | Click Here | Foundation |
| Holding Companies 101 – Our Holdco features let you incorporate Holdco’s into your planning process. In this session we’ll learn how to:
• Use the Corporate Investment Plan to Identify the target return for Corporate disposition strategies • Setting the Return Assumption in Disposition analysis |
Feb 16, 2017 | Click Here | Foundation |
| Frequently Asked Questions – Over the course of a month we receive on average more than 600 support requests. From those, we have gleaned the most commonly asked questions to share our answers with you. | Feb 02, 2017 | Click Here | Foundation |
| Modular Goal vs Life Planning – What are the differences in approach? Why are the results not always the same? Understanding the Overlap in Process Flows. | Jan 19, 2017 | Click Here | Foundation |
| What's New in Previous Releases – In this first session for 2017 we’ll do a review of some of the exciting new features that have been released in the past year. If you haven’t been using PlanPlus Planit regularly in your practice, be sure not to miss this session! | Jan 5, 2017 | Click Here | General |
| MGP Before & After Comparison - Find out how this new feature allows you to compare your client's current situation against the proposed strategy. | July 8, 2015 | Click Here | All Levels |
| Advisor Self Branding - Learn how you can now upload logo's, choose document styles, and create banners to give your planning documents a "customized" look. | May 13, 2015 | Click Here | All Levels |
| Top Up the Band (Version #2) - This newly enhanced version of Tax Optimization allows an advisor to make selective choices that best suit their client, on an individual basis. | April 29, 2015 | Click Here | All Levels |
| Life Planning in a Nutshell - Take a look at the Life Planning Process and discover the abilities of this cash flow based planning tool. | April 15, 2015 | Click Here | PL2 & PL3 |
| Debt Consolidation - Learn how to use Debt Consolidation to provide advice to your client's and to and identify the benefits of doing consolidation of debt for them. | April 1, 2015 | Click Here | All Levels |
| Maximizing Your Tools - Find out how you can use PlanPlus Planit to add value to your business and benefit your clients, strengthen your ability to retain clients, and set yourself apart from the competition. | March 18, 2015 | Click Here | All Levels |
| Cash Wedge - Find out how the Cash Wedge feature lets you see if your client has sufficient liquidity in their portfolio to fund their short term goals. | Feb 25, 2015 | Click Here | All Levels |
| Certainty of Outcome - This presentation shows how easy it is to illustrate to your client the probabilities of being able to fund their goal(s). | Feb 11, 2015 | Click Here | All Levels |
| Sneak Peak - Take a look at additional features and enhancements planned for 2015. | Jan 28, 2015 | Click Here | All Levels |
| Tax Optimization - Find out how the PlanPlus Planit automatically evaluates and calculates a Tax Optimization withdrawal strategy. | Jan 14, 2015 | Click Here | All Levels |
| New Training - Learn by Watching or Learn by Reading! Our new library of short video clips will allow you to see the data entry process first hand. | Dec 3 2014 | Click Here | All Levels |
| Education Goals - Learn how to input all required data correctly in order to complete individual or multiple education goals. | Nov 5 2014 | Click Here | All Levels |
| Planning Assumptions - Learn to work with future assumptions that are incorporated into your long term plan. | Sept 17, 2014 | Click Here | All Levels |
| Asset Allocation - Learn how to set your set target & recommended portfolios for IPS/PFS implementation. | Sept 3, 2014 | Click Here | All Levels |
| FinaMetrica Risk Profile - Learn about recent changes and enhancements to the FinaMetrica psychometric risk profiling tool. | Aug 6, 2014 | Click Here | PL1/PL2/PL3 |
| Product Selection - Explore the world of “Tactical Insertion” The Product Selection screen allows you to recommend individual asset to your client’s portfolio. | July 23, 2014 | Click Here | All Levels |
| Pensions & Other Revenues - Recognize the power of the Pensions & Other Revenues screen. Private pensions, sale of principle residence, and bridge benefits. | July 9, 2014 | Click Here | All Levels |
| Modular Goal Process - The new Modular Goal Process Flow replaces the Retirement & Education Goal calculators in PlanPlus Planit Versions 5.9 & higher. In this session you'll learn about the benefits of this new approach. | June 25, 2014 | Click Here | PL1, PL2 & PL3 |
| Reports and Report Generation - Learn how to choose the right reports to produce for your clients. | June 11, 2014 | Click Here | All Levels |
| What Process Flow to Use and When - Choose the right process flow to complete your clients financial/investment plans. The financial situation of your clients and their requirements determines what process you will use. | May 28, 2014 | Click Here | PL1, PL2 & PL3 |
| Efficiency | May 19, 2014 | Click Here | All Levels |
| Upgrading/Adding Features - Find out about the benefits of upgrading your planning level or adding new features such as FinaMetrica or Morningstar | Apr. 30, 2014 | Click Here | All Levels |
| Practice Makes Perfect - Learn how to become a Guru at Data Entry with tips and tidbits that to help streamline your Data Entry time. Great for assistants and new planners. | Apr. 16, 2014 | Click Here | All Levels |
| Preferred Portfolios & Favourite Products - Learn how to set up your favourite most used funds, or a combination of funds into a preferred portfolio. | Apr. 2, 2014 | Click Here | PL1 with Advanced Investment Planning |
| Introduction to Assets & Liabilities - Find out how you can enter client holdings "fast and simple", or more detailed with precision. | Mar. 19, 2014 | Click Here | PL1, PL2 & PL3 |
| Multiple Portfolios - Take your investment planning process to the next level while keeping your compliance department happy. | Mar. 5, 2014 | Click Here | PL1, PL2 & PL3 |
| Modelling Assumptions - Getting the Result you Desire | Feb. 19, 2014 | Click Here | All Levels |
| The 3 Most Frequently Asked Questions - We provide answers to the 3 Most Frequently Asked Questions we receive about PlanPlus Planit. | Feb. 5, 2014 | Click Here | All Levels |
| The seven biggest mistakes that rookie planners make ... and how to avoid them - You do not want to make any of these mistakes! | Jan. 22, 2014 | Click Here | All Levels |
| Modular Goal Process Flow | Jan 14, 2014 | Click Here | All Levels |
| Cash Flow Management - Within PlanPlus Planit advisors can elect to do a simple summary cash flow for clients or they can elect to do full budgeting using the detailed cash flow management method. In this session learn about each of these different approaches and how they differ for working clients vs. retired clients. | Dec. 18, 2013 | Click Here | PL2 & PL3 |
| How to Spend Half the Time doing Financial Plans - and Earn Double the Money! - PlanPlus Best Practices Expert John Page provides an overview of the process and steps needed to put in place in order to enhance credibility, earn more money, and reduce the amount of time spent on planning. | Dec. 4, 2013 | Click Here | All Levels |
| TFSA Optimization - PlanPlus Planit has a powerful feature that ensures your client’s TFSA’s are maximized over their lifetime. Starting room, contributions and withdrawals are tracked to allow the system to make use of any unused room every year, thus optimizing the tax sheltering of non registered money to the maximum extent possible.
Learn more about how this powerful feature works in this session. |
Nov. 20, 2013 | Click Here | PL2 & PL3 |
| Unplanned Savings - In-depth Explanation of Unplanned Savings - This session provides a detailed explanation of Unplanned Savings and the common things that cause it. This in-depth explanation will show you how Unplanned Savings happens so that you can explain it in depth to your client. | Oct. 23, 2013 | Click Here | PL2 and PL3 |
| Planipedia - How to Get Help when you Really Need It - Getting help quick is easy with PlanPlus Planit. Our unique users guide in "Planipedia" provides context sensitive help from wherever you are in the system with just one click. Content includes explanations, examples, videos, downloadable documents, spreadsheets and many other forms of help. Also get tons of industry related information right at your fingertips. In this session you'll learn how to navigate Planipedia to get the most out of it! | Oct. 9, 2013 | Click Here | All Levels |
| Risk Assessment Tools in Planit - Most everyone will know that we do a Needs on Death and Needs on Disability Analysis for client’s as part of the life planning process, however, many will not understand how powerful this feature can be. In this session we’ll learn about the feature that allows you to truly reflect your client's needs in these important areas. | Sept. 11, 2013 | Click Here | PL2 and PL3 |
| Multiple Scenarios - While our "Auto Model" process is a huge time saver to create achievable strategies for clients, sometimes you just want to see the impact of a specific change in your client's assumptions. In this session you'll learn how to create scenarios where you can identify the changes you'd like to make and see the impact. | Aug. 28, 2013 | Click Here | PL2 and PL3 |
| Add Value by Helping Your Client's Set Realistic Retirement Goals - Goal setting for retirement income is often done with very little though as to how appropriate that goal is given the client’s current lifestyle. In this session you’ll learn about a tool that’s available in Planit that will let you coach your clients to set a goal that is RIGHT for them. Not based on an arbitrary number like 70% of pre retirement income! | Aug. 14, 2013 | Click Here | All Levels |
| Making the Transition from a Product Oriented Practice to one that is Advice Centric - In our industry, the desire to be advice centric is quite prevalent, but many have trouble understanding some of the basic steps to make such transition. In this session you’ll hear some tips and ideas to start you down the right path towards this objective. A recording of this session is unavailable, however you can view a PDF copy of the presentation including the speaker's notes. | July 31, 2013 | Click Here | All Levels |
| Holdco's - This new feature allows advisors to input information about a client’s Holding Company relative to the current market value, the RDTOH and Capital Dividend accounts, and allows you to do projections on the future income streams available to fund the client’s future goals. You'll also see how you can create an Investment Policy Statement (IPS) for Holding Company assets. | July 17, 2013 | Click Here | PL3 |
| Engagement – If you are not using engagement agreements in your business, should you be? This session will consider the benefits of using a structured engagement process and provide tips on how to get started. | July 3, 2013 | Click Here | All Levels |
| Understanding the Tax Calculations Used in Long Term Planning Projections – When doing long term planning it’s important to recognize the impact that time has on your assumptions. This is especially true when we consider what income taxes will be in 20, 30 or 40 years. This session will help you understand the sophisticated approach used by PlanPlus Planit to illustrate these future taxes in a logical and realistic way. | June 19, 2013 | Click Here | PL2 and PL3 |
| Provide the Service that your Client REALLY Wants: In this session we’ll learn how to identify and deliver the services that your client needs today resulting in satisfied clients. | June 5, 2013 | Click Here | All Levels |
| Efficiency – How long should it take for you to do a comprehensive financial plan? In this session learn some tips, based on years of experience that will allow you to get in and out of PlanPlus Planit quickly and create professional planning documents that can motivate your client to implement your advice and recommendations. | May 29, 2013 | Click Here | PL2 and PL3 |
| Understanding the Long Term Analysis Using Audit Tools – Cash Flow based planning is powerful and in this session you’ll learn about the audit tools available in PlanPlus Planit that make the process transparent and easy to understand. | May 15, 2013 | Click Here | PL2 and PL3 |
