PlanPlus Plan it Case Consultations

PlanPlus Planit Case Consultations

To effectively use PlanPlus Planit, training is essential. That"s why PlanPlus provides subscribers with several training options such as Virtual Training, Elearning, FAQ"s and User Guides. While all of these tools are helpful, sometimes applying what you learn to real life cases isn"t as easy as one might think. That"s why PlanPlus also offers a Case Consultation service. The Case Consultation service allows the user to have their client cases reviewed by an experienced PlanPlus technician who is knowledgeable about both the software and planning concepts. This second pair of eyes reviewing your early cases can be a valuable learning experience because you see how theoretical concepts learned in training cases translate into your practice. CLICK HERE to find out how the Case Consultation service works.

Fees:

Fees for case consultations vary depending on the Advisor"s jurisdiction. In most jurisdictions, the consult will be $150 per case for a time commitment of 60 minutes. Many advisors have found the case consultation service a valuable way to gain a high level of confidence with PlanPlus Planit.

I would like to purchase a case consultation

Case Consultation$150.00CAD

General information:

Please provide us with an overview of your case*

Do you have any specific questions or objectives?

Please provide one or two dates and times when you would like to discuss your case. We will try our best to accommodate your request for dates and times, however, as these consultations are conducted by a qualified CFP professional, we do require 5 business days advance notice.

Date

Time:

Date

Time:

What version of the software are you using? This would be the name of your corporate sponsor or whether you subscribe to a general site.

Waiver:

Click here to complete and submit the Case Consultation Waiver Form.

I have completed and signed a copy of the Case Consultation Waiver Form as required.*

true

Registration:

First Name*

Last Name*

Company*

Billing Address Line 1*

Billing Address Line 2

City*

Province*

Postal Code*

Country*

E-Mail*

Phone*