Planit:Tactical Implementation Strategy

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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 'Tactical Implementation Strategy' page of my client's document?
• From Product Selection Screen, current vs recommended product
• Difference shows money to be (un)invested
• Agreement to implement based on education

Keep on Track! Continue training on...
Investment Policy Statement Integrated Financial Plan
Practice Management Personal Financial Strategy

Other Related Topics
Introduction to the Investment Policy Statement Introduction to the Product Selection Screen Apply a Portfolio
Portfolio Repositioning Apply Favourite Products Planit:Preferred Portfolios

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.