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All About Money®
  • Courseware development services
  • Courseware publishing (we build & deliver your courses)
  • Continuing education submission & administration services
  • Website development services
  • Complete “virtual advisor” 9-session program
  • Financial education
  • Custom benefit tutorials
  • Courseware licensing (SCORM-compliant)
  • Supporting print material (optional)
Planning Matters Inc. is an interactive media and courseware development company based in Charlotte, NC.  Founded in 1998, the company designs and develops interactive web-based educational courses and supporting self-help toolkits.Courses are available for the general public as well as advisors.  When an author’s educational content is targeted toward advisors rather than the general public, Planning Matters Inc. can also submit the courses to regulators for continuing education credit approval, and then administer the service on an ongoing basis.
Planning Matters Inc. dba   The Planning Effect LLC       (www.the-planning-effect.com) is an ePublishing company devoted to the promotion, distribution, and dissemination of knowledge acquired by professionals through direct work experience, not just academics.  The company partners with experts from various professions to transform their knowledge into marketable, high-quality educational programs for distribution on the Internet.  In effect, Planning Matters Inc. develops the ePublications while The Planning Effect LLC promotes and distributes them through our established network of affiliates.
Whether at the office, at home or on the road, 24 hours a day, 7 days a week, you can now enjoy the freedom on learning on demand through interactive, self-paced programs.
Optional print material can supplement each session including job aids and a series of scenario-based practical exercises. The practical exercises are designed to help advisors obtain direct experience in dealing with clients of different ages, occupations and financial planning needs. The objective is to help them transact business as they progress through the 11-session course.
Fortune 500 financial institutions headquartered in the U.S. currently license this innovative courseware for use either as a new-hire training program or internal certification program authorizing staff advisors to deliver and/or charge fees for financial planning services.
Planning Matters Inc. also produces and distributes a separate product line called Planning Matters®.  Marketed primarily to financial institutions, this self-paced interactive training program teaches staff advisors how to sell comprehensive planning services, how to guide clients through the planning process, and how to successfully implement financial plans. The focus of this systematic course is on the "art" of delivering financial planning services rather than the nuts and bolts of creating financial plans.
Planning Matters
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Development and Distribution Services
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