Purchase PlanPlus Planit and receive a CIFPs Affinity
Member Discount

Whether you are a new independent financial advisor who is building a practice from scratch or a veteran with years of experience … you no doubt are finding a common theme with your clients. More and more they are looking for direction on financial planning issues. This means that efficient tools are critical to providing valued service to clients’ resulting in satisfied customers. With PlanPlus Planit, individual advisors and firms have a broad selection of tools that give them what they need to accurately and efficiently answer their client’s most pressing questions.

As a CIFPs member you will receive a 15% discount off the purchase price of any level of PlanPlus Planit. To learn more about the CIFPs Affinity Member discount click here.

Ordering is Easy!

Just contact us at info@planplus.com or telephone 1-800-364-1293 and reference CIFPs Affinity Member Discount Code #41364A.