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Self-Help Training Options

Take advantage of our FREE self-help training options!

In order to make learning easy for our subscribers, PlanPlus provides a number of self-help options, most of which are available to ALL PlanPlus Planit users.

Users Manual An online Users Manual is available that provides detailed information on how each feature in PlanPlus Planit works. You'll come away with a good understanding of how to use our different process flows in order to achieve the results you desire. The Manual includes 200+ embedded mini-movie links, giving users the ability to watch short 1-5 minute movies on how to perform common functions.

FAQs We are continuously updating our Frequently Asked Questions as our software continues to evolve. Our FAQs provide answers to very specific issues that users often ask about.

Screen Help On-line help is available on every screen of PlanPlus Planit. This handy option is available at the click of a mouse. On-line help provides an explanation on each screen.

Support Desk Should all other alternatives not provide you with the help you require, our support desk is available for PlanPlus Planit Professional Edition users. Our support staff will be happy to answer your questions.

Planipedia All of our online support is provided through www.planipedia.org, a dedicated wiki for financial planning.

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