Difference between revisions of "Planit:Product Selection Screen"

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! '''Generic'''   
 
! '''Generic'''   
 
|-
 
|-
| 1 || [[Planit:Introduction to the Product Selection Screen|Introduction to the Product Selection Screen]] || ''What do I enter on the Product Selection Screen?'' ||
+
| 1 || Introduction to the Product Selection Screen || ''What do I enter on the Product Selection Screen?'' ||
 
* Purpose of the screen
 
* Purpose of the screen
 
* Overview of data entry required
 
* Overview of data entry required
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|| [[Planit:Introduction to the Product Selection Screen|Video]] ||
 
|| [[Planit:Introduction to the Product Selection Screen|Video]] ||
 
|-
 
|-
| 2 || [[Planit:Apply a Portfolio|Apply a Portfolio]] || ''How do I recommend an investment portfolio to my client's assets?'' ||
+
| 2 || Apply a Portfolio || ''How do I recommend an investment portfolio to my client's assets?'' ||
 
* Product Selection Choose Portfolio
 
* Product Selection Choose Portfolio
 
* Matching portfolios to asset allocation recommendation
 
* Matching portfolios to asset allocation recommendation
 
|| [[Planit:Apply a Portfolio|Video]] ||  
 
|| [[Planit:Apply a Portfolio|Video]] ||  
 
|-
 
|-
| 3 || [[Planit:Apply Favourite Products|Apply Favourite Products]] || ''How do I recommend my favourite products to my client's investments?'' ||
+
| 3 || Apply Favourite Products || ''How do I recommend my favourite products to my client's investments?'' ||
 
* Product Selection Choose Favourites
 
* Product Selection Choose Favourites
 
* Change balance to more than $0
 
* Change balance to more than $0
 
|| [[Planit:Apply Favourite Products|Video]] ||
 
|| [[Planit:Apply Favourite Products|Video]] ||
 
|-
 
|-
| 4 || [[Planit:Apply a Fund|Apply a Fund]] || ''How do I recommend an investment product to my client's assets?'' ||
+
| 4 || Apply a Fund || ''How do I recommend an investment product to my client's assets?'' ||
 
* Product Selection Choose Fund
 
* Product Selection Choose Fund
 
* Change balance to more than $0
 
* Change balance to more than $0
 
|| [[Planit:Apply a Fund|Video]] ||  
 
|| [[Planit:Apply a Fund|Video]] ||  
 
|-
 
|-
| 5 || [[Planit:Rebalancing Summary|Rebalancing Summary]] || ''How do I read the Rebalancing Summary to understand how I've recommended investment products?'' ||
+
| 5 || Rebalancing Summary || ''How do I read the Rebalancing Summary to understand how I've recommended investment products?'' ||
 
* Assume some products or portfolios added
 
* Assume some products or portfolios added
 
* Align with risk and target asset allocation
 
* Align with risk and target asset allocation
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|| [[Planit:Rebalancing Summary|Video]] ||  
 
|| [[Planit:Rebalancing Summary|Video]] ||  
 
|-
 
|-
| 6 || [[Planit:Tactical Implementation - Savings|Tactical Implementation - Savings]] || ''What information do I need to enter on the Savings tab of the Product Selection screen?'' ||
+
| 6 || Tactical Implementation - Savings || ''What information do I need to enter on the Savings tab of the Product Selection screen?'' ||
 
* Enter savings recommendations
 
* Enter savings recommendations
 
* Savings Commentary
 
* Savings Commentary
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|| [[Planit:Tactical Implementation - Savings|Video]] ||
 
|| [[Planit:Tactical Implementation - Savings|Video]] ||
 
|-
 
|-
| 7 || [[Planit:Protection Products|Protection Products]] || ''What information do I need to enter on the Protection Products tab of the Product Selection screen?'' ||
+
| 7 || Protection Products || ''What information do I need to enter on the Protection Products tab of the Product Selection screen?'' ||
 
* Preview of needs on death and disability
 
* Preview of needs on death and disability
 
* Adding insurance product recommendations
 
* Adding insurance product recommendations
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|| [[Planit:Protection Products|Video]] ||  
 
|| [[Planit:Protection Products|Video]] ||  
 
|-
 
|-
|  || [[Planit:Favourite Products|Favourite Products]] || ''How do I make a quick list of products that I recommend often?'' ||
+
|  || Favourite Products || ''How do I make a quick list of products that I recommend often?'' ||
 
* Menu Favourite Products
 
* Menu Favourite Products
 
* Product search
 
* Product search
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|| [[Planit:Favourite Products|Video]] ||  
 
|| [[Planit:Favourite Products|Video]] ||  
 
|-
 
|-
|  || [[Planit:Preferred Portfolios|Preferred Portfolios]] || ''How do I set up standard investment portfolios with products I want to recommend?'' ||
+
|  || Preferred Portfolios || ''How do I set up standard investment portfolios with products I want to recommend?'' ||
 
* Preferred Portfolios screen
 
* Preferred Portfolios screen
 
* Add products (search)
 
* Add products (search)
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|| [[Planit:Preferred Portfolios|Video]] ||  
 
|| [[Planit:Preferred Portfolios|Video]] ||  
 
|-
 
|-
|  || [[Planit:Fund Fact Sheets|Fund Fact Sheets]] || ''Where can I find more detailed information on a certain product, possibly to present to my client?'' ||
+
|  || Fund Fact Sheets || ''Where can I find more detailed information on a certain product, possibly to present to my client?'' ||
 
* Access through Product Search
 
* Access through Product Search
 
* Reports vary by deployment
 
* Reports vary by deployment
Line 83: Line 83:
 
|| [[Planit:Fund Fact Sheets|Video]] ||  
 
|| [[Planit:Fund Fact Sheets|Video]] ||  
 
|-
 
|-
|  || [[Planit:Investment Commentary|Investment Commentary]] || ''How can I keep track of comments I have regarding the products I recommend to my clients?'' ||
+
|  || Investment Commentary || ''How can I keep track of comments I have regarding the products I recommend to my clients?'' ||
 
* Access from Product Selection screen or Notes menu
 
* Access from Product Selection screen or Notes menu
 
* Data entry for notes
 
* Data entry for notes
 
|| [[Planit:Investment Commentary|Video]] ||  
 
|| [[Planit:Investment Commentary|Video]] ||  
 
|-
 
|-
|  || [[Planit:Shariah Compliance|Shariah Compliance]] || ''How do I recommend products to my Islamic client's assets so that they are shariah compliant?'' ||
+
|  || Shariah Compliance || ''How do I recommend products to my Islamic client's assets so that they are shariah compliant?'' ||
 
* Same as other product recommendation
 
* Same as other product recommendation
 
* Overview create Favourites List
 
* Overview create Favourites List

Revision as of 15:06, 17 September 2014

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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.


If you elect to use the Product Selection feature you’ll be able to select specific securities to fulfill the client’s target asset allocation. Take a look at the topics below to learn more about the features and functions of the Product Selection screen.


Product Selection Screen Training

Order Title Description Key Points Generic
1 Introduction to the Product Selection Screen What do I enter on the Product Selection Screen?
  • Purpose of the screen
  • Overview of data entry required
  • Basic screen flow
Video
2 Apply a Portfolio How do I recommend an investment portfolio to my client's assets?
  • Product Selection Choose Portfolio
  • Matching portfolios to asset allocation recommendation
Video
3 Apply Favourite Products How do I recommend my favourite products to my client's investments?
  • Product Selection Choose Favourites
  • Change balance to more than $0
Video
4 Apply a Fund How do I recommend an investment product to my client's assets?
  • Product Selection Choose Fund
  • Change balance to more than $0
Video
5 Rebalancing Summary How do I read the Rebalancing Summary to understand how I've recommended investment products?
  • Assume some products or portfolios added
  • Align with risk and target asset allocation
  • Read target, recommended, and difference
  • Adjust fields for Net 0 difference
Video
6 Tactical Implementation - Savings What information do I need to enter on the Savings tab of the Product Selection screen?
  • Enter savings recommendations
  • Savings Commentary
  • Appearance in documents
Video
7 Protection Products What information do I need to enter on the Protection Products tab of the Product Selection screen?
  • Preview of needs on death and disability
  • Adding insurance product recommendations
  • No entry required
  • Insurance Commentary
Video
Favourite Products How do I make a quick list of products that I recommend often?
  • Menu Favourite Products
  • Product search
  • Add list and products
Video
Preferred Portfolios How do I set up standard investment portfolios with products I want to recommend?
  • Preferred Portfolios screen
  • Add products (search)
  • Weighting products
  • Portfolios by risk tolerance
Video
Fund Fact Sheets Where can I find more detailed information on a certain product, possibly to present to my client?
  • Access through Product Search
  • Reports vary by deployment
  • Some of the key fund properties covered
Video
Investment Commentary How can I keep track of comments I have regarding the products I recommend to my clients?
  • Access from Product Selection screen or Notes menu
  • Data entry for notes
Video
Shariah Compliance How do I recommend products to my Islamic client's assets so that they are shariah compliant?
  • Same as other product recommendation
  • Overview create Favourites List
  • Overview Choose Favourites (PS)
Video