Planit:Training
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This is the area where all our training materials can be found such as FAQ’s, User manuals and E-Learning Modules.
Users Guide – The PlanPlus Planit Users Guide will provide you with an easy reference to the basic functions and features of Planit.
PlanPlus Planit Learning Circle - PlanPlus Planit Learning Circle is a live training community designed to help you use PlanPlus Planit effectively. Learn more and register here for future sessions. You can also access recordings of past sessions that you missed.
FAQs - Learn more about specific tasks and functions in PlanPlus Planit by accessing our Frequently Asked Questions library. Watch for new additions, as this library will grow as users feedback their questions.
Fact Finders - In PlanPlus Planit you are able to download blank fact finders to gather data for your clients.
Release Notes - Read the release notes for the latest version of PlanPlus Planit to learn about new features and changes to the program.
The Planipedia Help Library - When you are working within the PlanPlus Planit all of the screens will have a “Help” link, which is located on the top menu bar. This link will bring you to the specific help we have on that page that you are on. You can use this link to access the full collection of help and training articles.
Technical Support Desk – So if you have been unable to locate the information you require in any of the above resources, you may contact Client Services either by email: fps@morningstar.com, or you may call the PlanPlus Help Desk at 1-800- 601-1762. The Technical Help Desk hours of operation are Monday thru Friday from 8:00 am to 6:00 pm.
Training Options - Take a look at our Training Options page for even more ways to learn about PlanPlus Planit.
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