Difference between revisions of "Planit:Product Selection Screen"

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<div style="border:1px solid gray; padding:0.5em;">[[File:Geographylogo.png|25px]] '''Languages:''' Français | Español | [[Planit:Содержание|Русский]] | 中文
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<div style="border:1px solid gray; padding:0.5em;">[[File:Geographylogo.png|25px]] '''Languages:''' [[Planit:Sélection de titre(s)|Français]] | [[Planit:+Info s/ Títulos Negociables|Español]] | [[Planit:证券选择|中文]]
 
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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.
 
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.
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<div class="more-training" style="width: 500px; padding: 10px 20px; margin-top: 10px; margin-bottom: 10px; clear: both; background-color: #185389; position: relative;">
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<span style="position: absolute; top: 10px; left: 10px;">[[File:Question-mark-7-xxl.png|link=|40px]]</span>
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<p style="color: white; font-weight: bold; text-align: center; font-size: 150%;">Don't see quite what you're looking for?</p>
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<p style="color: white; margin-bottom: 15px; margin-top: 30px; font-size: 110%; line-height: 1.8;">[[:Category:Product Selection|<span style="color: white; text-decoration: underline; font-weight: bold;">Click here</span>]] to see all training material related to the Product Selection screen
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or [[Training|<span style="color: white; text-decoration: underline; font-weight: bold;">click here</span>]] to go to our main Training hub.</p>
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| style="background-color: #185389; font-size:140%; text-align:center; color: white;" |
 
| style="background-color: #185389; font-size:140%; text-align:center; color: white;" |
 
'''Product Selection Screen Training'''
 
'''Product Selection Screen Training'''
{| class="sortable" style="border:black; font-size:75%; text-align:left;"
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{| class="sortable" style="border:black; font-size:75%; text-align:left; background-color:white; color:black;"
 
|- style="background-color: #A1B840; font-size:110%; text-align:center; color: white;"  
 
|- style="background-color: #A1B840; font-size:110%; text-align:center; color: white;"  
 
! '''Order'''  
 
! '''Order'''  
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! '''Generic'''   
 
! '''Generic'''   
 
|-
 
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| 1 || [[Planit:Introduction to the Product Selection Screen|Introduction to the Product Selection Screen]] || ''What do I enter on the Product Selection Screen?'' ||
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| 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?'' ||
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| 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?'' ||
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| 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?'' ||
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| 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?'' ||
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| 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?'' ||
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| 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?'' ||
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| 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?'' ||
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|  || 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?'' ||
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|  || 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?'' ||
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|  || 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
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|| [[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?'' ||
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|  || 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?'' ||
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|  || 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
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[[Category:Planit Training]]
 
[[Category:Planit Training]]
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[[Category:Product Selection]]

Latest revision as of 13:56, 16 June 2016

Geographylogo.png Languages: Français | Español | 中文
PlanPlus Planit.jpg
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.

Question-mark-7-xxl.png Question-mark-7-xxl.png

Don't see quite what you're looking for?

Click here to see all training material related to the Product Selection screen or click here to go to our main Training hub.


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