PlanPlus for Students is a practical solution for teaching students how to create a financial plan and can be integrated into academic programs for financial planning and investment planning. PlanPlus for Students helps students solve problems in personal financial planning courses and assists them to learn how to generate a financial planning document.
PlanPlus for Students is based on the professional financial planning software, PlanPlus Web Advisor. As such, it has many tools for comprehensive analyses. Below is a list of some of the tools and processes that will be available to you and your students:
- Retirement Planning
- Education Planning
- Asset Allocation
- Loan Amortization/Debt Management
- Income Tax Analysis
- Needs on Death or Disability
- Estate Planning
PlanPlus for Students combines the professionalism of financial planning software with special educational features that make it ideal for a learning environment.
Student Manual – an 80-page introductory training piece that shortens the learning curve by explaining major features and how to navigate the Web Advisor.
Student Workbook – a 100-page workbook providing dozens of exercises and worked examples to ensure students understand how to apply the software to real life examples.
E-learning Modules – a collection of twenty training sessions - with over ten hours of content - directed by a PlanPlus CFP® Professional showing students how to navigate the Web Advisor, use the tools properly and efficiently, and discover advanced planning tips.
Activity Browser – by having yourself and students register under a “Class ID”, not only will you minimize administration, but also have the ability to track the students’ online activity at an institutional or class level.
PlanPlus' educational solution integrates with the following systems in order to provide even more value in the classroom.
FinaMetrica's focus is on the human intangibles relevant to financial decision-making. By partnering with FinaMetrica, PlanPlus for Students can be expanded to include the FinaMetrica Psychometric Risk Profile. FinaMetrica provides a scientifically validated technique for assessing financial risk tolerance and an easily understood methodology for incorporating the assessment into the financial planning process. Thus students will have the opportunity to understand what factors affect risk tolerance, and how to implement a portfolio that reflects the tolerance of different clients, all by example of the FinaMetrica process.
Lipper and CANNEX gather and compile information for investment products and services offered by financial institutions worldwide. PlanPlus for Students offers stock and mutual fund data, so when students are implementing a risk-sensitive portfolio, they can do so with real-life stocks and mutual funds, and give them a true sense of how to generate a strategy and implement it effectively.
To see more on our Integration and Strategic Partners, Click Here.
A free 7-Day Trial version of the Web Advisor is available to educators, allowing you to test and understand the key features of the software. These include calculators, reports and financial plans generated from client information, security selection, asset allocation and more.
To register for the free Demo of PlanPlus
Click Here.
Personal Financial Planning is the leading and authoritative textbook with the most up-to-date and rigorous content available for a thorough treatment of personal financial planning. It is complete with a website that contains learning supplements for students and comprehensive teaching aids for instructors such as a test bank, PowerPoint slides, tax updates, an instructor’s manual and much more.
Offered as an optional study tool for this leading financial planning textbook, PlanPlus for Students can be used to solve numerous examples and exercises that are highlighted throughout and at the end of each chapter.
To view testimonials on PlanPlus Web Advisor, its training materials and its staff, please use the link below. These testimonials are from a variety of current corporate customers, individual users and integration partners.
Testimonials
PlanPlus Web Advisor is currently available in Canada, USA, the United Kingdom and many other countries around the world. To see what features are available for these different countries, please click on the link below.
Multi-Jurisdictional Features Spreadsheet
The resources below will provide more information on PlanPlus for Students if you so desire.
