Our Elearning training modules are available to users of ALL levels through the PlanPlus Planit site. These web-based training sessions can be accessed 24/7 so you can train when it's convenient for you. The sessions cover basic navigation, calculator illustrations, Investment Policy Statements, and Comprehensive Financial Planning. Each session ranges from 10 to 60 minutes in length, and you can pick and choose the modules that you need and go at your own pace.
Earn CE Credits: Completion of this program may qualify PlanPlus Planit Professional users for CE Credits. CE Credits are awarded by training track. PlanPlus training tracks incorporate content targeted at specific learning objectives and benefits. In order to obtain CE Credits for a specific module you must complete all the modules associated with a particular training track and complete a quiz to confirm completion.
CE Credits are not available in all jurisdictions. Documentation outlining CE Credit eligibility is available upon request.