Financial Planning Made Simple

Steps for completing the Financial Planning Made Simple video

Step 1: Log in to your Imagine America member account here: www.iafportal.org.

Step 2: Once logged in, select the left-hand navigation option for “Video.” This should automatically populate financial literacy video.

Step 3: Once you have completed watching the Financial Planning Made Simple Video, select the red button “Submit and Complete.” This will complete your application and register in our system that you have watched the video.