Get maximum benefit from your training investment!
Learning theory and concepts through Elearning or classroom training is one thing, but applying your knowledge to real client cases and situations is often where the training process derails. Our Case Consultation service provides the final piece of the puzzle so that you get the most out of your training investment
Users are given access to one of our training staff (often CFP) for help with difficult cases where assistance is needed in dealing with a complex situation, or just to gain a higher comfort level with the software. If you require a more in-depth understanding of the complex calculations and approaches used in our software, then this is the training for you!
Cost: Case consultation costs vary depending on jurisdiction. For most, the cost will be $100 CAD/case for a 1 hour consultation. Purchase 5 consults for just $450 CAD.
PlanPlus has a variety of experts available in other countries. If you would like to set up a Case Consultation please email our Client Services department at email@example.com or telephone 705-324-8008 / 1-800-601-1762 (toll free North America only).