Planit:Portfolio Repositioning

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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... How do I interpret and present the 'Portfolio Repositioning' page of my client's document? • Numerical differences b/n current and target • Understanding before implementation strategy Keep on Track! Continue training on... Investment Policy Statement Integrated Financial Plan Other Related Topics Introduction to the Investment Policy Statement Introduction to the Asset Allocation Screen (Canada) Introduction to the Asset Allocation Screen (Malaysia) Current Portfolio Target Portfolio Tactical Implementation Strategy

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.