Financial Planning
Software & Training
Training
Lunch & Learn
PlanPlus Lunch & Learn webcasts are a great training source for PlanPlus Planit subscribers. These online training sessions are held every Wednesday at 12 noon Eastern time. The sessions run approximately 20-30 minutes long.
Register for Lunch & Learn training
Train in Lindsay Now
PlanPlus is adding additional training opportunities to our twice yearly cross-Canada training tours. Advisors can now come to our Home Office in Lindsay, Ontario for a one day training workshop (offered monthly). The sessions are small, with more opportunity for one-on-one coaching as we work through our case-study based courses. Saturday classes may be offered with a minimum of at least five participants.
1. Introduction to PlanPlus Planit - $200
- Investment Policy Statement (Summary and Detailed IPS)
- Personal Financial Strategy (PFS)
2. Advanced PlanPlus Planit - $200
- Planning for the Business Owner and Planning for the Incorporated Professional
Cross-Canada Classroom Training (Summer 2010)
PlanPlus offers classroom training to software users in various locations. If you are interested in registering for upcoming sessions, please fax your registration form to us at (705) 324-8002 indicating the location you're interested in.
We also arrange corporate training sessions for groups of 10 or more on demand. If you have a group that need training, contact us at 1-800-364-1293 or email susan@planplus.com. We'll work with you to find a solution that fits your schedule and your budget.
Cross-Canada Summer Training Schedule
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