What Do You Need from

Financial PlanningSoftware?

FP SolutionsFour levels of planning power

to meet the needs of any practice.

BasicBasic – Retirement planning & Sales concepts – Retirement planning & Sales concepts

PlusPlus – Insurance needs analysis – Insurance needs analysis

BusinessBusiness

AdvancedAdvanced – Cash flow – Cash flow

• RRSP / RRIF• Life Insurance

• Education Savings

• Pension and Annuities

FP Solutions BasicSingle Needs, Concepts and Retirement Planning

• T1 General Tax• Financial

Calculators• Solve Functions• Mutual Fund

Import

FP Solutions PlusGoal Based Personal Financial Planning

• Retirement Capital Needs • Survivor Capital Needs• Estate Capital Needs • Disability Capital Needs (DI,

CI, LTC)

FP Solutions AdvancedCash Flow Based Personal Financial Planning

• Detailed Cash Flow Projections• Detailed Net Worth Projections• Change in Financial Position• Planning Assistant• Planning Strategies

FP Solutions BusinessIntegrated Corporate Financial Planning

• Holding & Operating Companies

• Corporate Owned…– Life Insurance– Investments– Real Estate

• CDA & RDTOH Calculations

FP Solutions Top 10

1. T1 Tax

Calculations

2. Fact Finder

3. Annual Review

4. FP Focus

5. Planning

Assistant

6. Planning Strategies

7. Planning Concepts

8. Value of Advice

9. Customization

10. Software Support

General Income Tax and Benefit Guide

#1 T1 Tax Calculations• Highest

standard in Industry

• Calculated based on CRA guidelines.

• No assumptions

#2 Fact Finder

• Fully integrated• Easy to use• Printable• Email to client• Saves time• Financial

Snapshot

Shows need for life insurance

Shows retirement income excess or shortfall

Displays current position

#3 Annual Review Tool

• Displays existing data

• Fully integrated• Highlights changes• Easy to use• Saves time

Annual Review Tool

Fast Easy Review Process

#4 FP Focus• Executive summary

• Easy for clients to

understand • Flexibility to

change graphs on the fly.

Sample Graph – FP Focus

Sample Graph – FP Focus

#5 Planning Assistant

7 Step Wizard

Guides thru Plan Process Tips on

Planning Strategies

Your Expert Guide

#6 Planning Strategies• 20 Strategies

covering common areas including:– Income Splitting– Retirement Strategies– Tax Planning– RRSP / RRIF– Investment

Strategies– Pension / LIRA

#7 Planning ConceptsStand-Alone or Build into Plan

• Estate Multiplier• Insured Annuity• Retirement

Leverage• RRSP Strategies• RRSP Leverage• Income Comparison• Debt Consolidation

• Terminal Return• Tax Freedom Day• Tax Funding Alternatives• Investment Strategies• Investment Leverage• Lost Opportunity Cost

Showsimpact taxes will have on estate

Choose assets that need protection

Motivates better tax planning

Shows tax liability payable on second death at life expectancy

#8 Value of Advice

• Validation of Plan

• Integrates fees into plan

• Shows Financial Plan as best investment clients can make

& Return on Advice

Shows Value of

Advice

and

Financial Planning

#9 Customization

• Custom Documents

Easy to useAny DocumentAny GraphsBrandingCustom

formulas

• Client Reports

PersonalizedFine tuned Permanent

recordEmail

#10 Software Support FREE• 1 800 263-4983

– 8:00 AM to 8:00 PM• www.training.cch.c

a– Live web classroom– Interactive tutorials– Knowledge base

• Workshops