The Learning Circle
The Learning Circle is a live training community designed to help users of PlanPlus Planit get the most out of the software. The sessions are also designed to inform and educate advisors of recent developments and items of interest in financial planning.
As an example, one session might cover how to incorporate a defined benefit pension plan into the life goals analysis. While another could discuss how to do a comprehensive needs on death analysis using a life goals approach.
Target Audience: Anyone wishing to attend.
Time Commitment: These sessions typically are 15 – 30 minutes in duration and are held bi-weekly on Thursday’s.
Venue: Because these sessions are held online, participants can be located anywhere as long as they have a computer with an internet connection and speakers to see the visual portion of the presentation.
Cost: These sessions are FREE. Sessions are currently held in English.
Click here to view the current schedule and to register.
Watch and Read Training
PlanPlus Planit Training is provided in both video and text format, in order to cater to different learning needs as much as possible. The video clips allow you to see the data entry process and navigation first hand, while the text allows you to find more specific content quickly.
All training and reading materials are organized into ‘tracks’ so that you get the training that is relevant to your learning objective. And just as there are many different learning objectives for PlanPlus Planit, there are many different tracks so that you can choose the ones that best suit your needs. This way you have the flexibility to skip ahead, or to look at specific features in more detail.
Classroom Advocacy Training
In any corporate deployment it’s advantageous to have in house advocates who can become “process owners” or “champions” who help users adopt the software as part of their normal operating style. This can dramatically improve the corporate adoption of new technology solutions. These in house advocates are developed through “Advocacy Training” classroom sessions.
Target Audience: Ideally the candidates who participate in the Advocacy Training sessions should have good foundational knowledge of the financial planning principles applicable to the deployment and also understand the corporate objectives so that the trainer can build on those core proficiencies.
Time Commitment: These sessions may be completed in 1 or 2 days depending on the knowledge level of the participants and the degree of support to be provided by the participants.
Venue: The session will take place where the participants can utilize a workstation that can access the corporate installation of PlanPlus Planit so that case studies can be included in the session. Typically sessions will be held at the corporate head office.
Cost: Fees apply. Contact us for details.
Classroom User Training
Classroom sessions for end users cover basic user concepts and case studies. While classroom training is an ideal training option, it often is difficult for a corporate user to bring together the necessary people into a single location to participate in these sessions. Also, the maximum number of participants for these sessions ideally should be 25 for a single facilitator. Groups greater than this can be accommodated, but the session then must be more presentation style vs. workshop style since case studies are difficult to manage with groups larger than 25 people. Additional facilitators are also required for larger groups.
Target Audience: Participants for these sessions will be end users who will be utilizing PlanPlus Planit to generate client presentations. The audience in some deployments may also be sub divided in cases where the corporate deployment targets multiple channels and thus where different features and processes are accessed.
Time Commitment: These sessions typically take place in 1 day.
Venue: The session will take place where the participants can utilize a workstation that can access the corporate installation of PlanPlus Planit so that case studies can be included in the session.
Cost: Fees apply. Contact us for details.
Web Based Administrator Training
With corporate deployments of PlanPlus Planit, there are a number of administrative functions that can be handled by the customers own help desk or by other administrative staff who are trained for this function. Some administrative functions might be adding new users, removing users if they leave the company, managing corporate favourites and corporate preferred portfolios etc.
A focused administrators training program is available to teach these functions utilizing technology to give web based presentations to small groups. The sessions are normally limited to 60 minutes in duration and, depending on the degree of corporate administration that will be done, may require 3 or 4 sessions. These sessions are interactive, where participants can ask questions and the presenter can respond by demonstrating the corresponding answers.
Target Audience: Participants for these sessions will normally be head office support staff who are assigned specified administrative functions relative to the PlanPlus Planit tool.
Venue: These are online sessions, so participants can be located anywhere as long as they have a telephone to dial in for the audio portion of the call, and have a computer with an internet connection to see the visual portion of the presentation.
Cost: Fees apply. Contact us for details.
Applying theoretical knowledge to real client cases and situations is often where the whole training process can go off the rails. PlanPlus case consultation service gives you the final piece of the puzzle to ensure you get maximum benefit from your training investment. This service allows a user to access one of our PlanPlus experts (who is often a CFP) to review difficult cases where assistance is needed in dealing with complex situations. It can even be for less complicated cases where the user is merely trying to get a comfort level with the tool.
Target Audience: Any user who need a deeper understanding of the more complex calculations and approaches used by the system.
Time Commitment: 5 business days advanced notice is required. One case consultation session is 1 hour long.
Cost: $150 per case for a time commitment of up to 1 hour.
PlanPlus offers training that you can take from the comfort of your own office. This approach minimizes your time commitment by eliminating the travel time and expenses associated with classroom training. You will benefit from a training experience that provides you with an interactive forum with a qualified PlanPlus instructor.
Attend the Virtual Training sessions from anywhere. The program is structured to be delivered in a series of three 2-hour sessions spaced out over three consecutive weeks. The concept concentrates on a case study approach to learning. You will be given exercises to complete at the conclusion of each session to practice what you have learned.
A PlanPlus training expert will walk you step-by-step through a case study to complete and run financial planning documents such as the Personal Financial Strategy and the Investment Policy Statement.
Target Audience: Participants for these sessions will be end users who utilize PlanPlus Planit to generate client presentations. The audience in some deployments may also be sub divided in cases where the corporate deployment targets multiple channels and thus where different features and processes are accessed. Classes are capped at 25 participants.
Time Commitment: Three 2-hour sessions (over the course of one month).
Venue: Because these sessions are on line, participants can be located anywhere as long as they have a telephone to dial in for the audio portion of the call, and have a computer with an internet connection to see the visual portion of the presentation.
Cost: These sessions are free to all PlanPlus Planit Professional users.
Not all training programs are available in all languages.
PlanPlus Planit supports many levels of sophistication to match the requirements of each sales channel. Customization of PlanPlus Planit according to the planning requirements of your firm and your advisors is easy, allowing you to choose which features to enable or get rid of. PlanPlus financial planning tools are a scalable solution suitable for counter staff to Certified Financial Planners.
PlanPlus Planit is known for its state-of-the-art technology. When combined with Web Services integration, this J2EE Web application becomes a seamless part of your traditional order management and account inquiry systems. Our tools smoothly integrate with a variety of systems to best meet your needs. The combination of an outstanding planning tool, data integration, and excellent training makes PlanPlus Planit one of the best financial tools on the market today.
- PlanPlus award winning SaaS (Software as a Service) solution in a shared environment
- set up as a branded region for your organization
- A dedicated SaaS implementation on our infrastructure with a dedicated database and PlanPlus Planit implementation
- An in-house hosting allowing for deployment on your own platforms
Corporate Discounts are available and are based on the number of users in a firm. For more information on purchasing or receiving a quote for your corporation, contact us to have a sales representative assist you.