Educational Professionals

PlanPlus Planit for Students and Educators is a practical solution for teaching students how to create a financial plan using state of the art technology. Because of its web-based design, it can be conveniently integrated into academic programs for financial planning and investment planning.

PlanPlus Planit for Students provides tools to help students solve personal financial planning problems that are part of their courses using a series of financial calculators. It also assists them to generate a variety of different financial planning documents such as Investment Policy Statements and Personal Financial Strategy documents.

Today students face increased demands to be able to demonstrate competency, not just in concepts but also in the ability to create financial plans as part of the Capstone Course in many programs. PlanPlus Planit for Students makes the job of the instructor easier because it creates a benchmark. It helps the student by giving them hands on tools to get their assignments done.

PlanPlus Planit for Students includes many tools for comprehensive analysis including:

1. Retirement Planning
2. Education Planning
3. Asset Allocation Analysis
4. Estate Planning
5. Needs on death or disability

Student Workbooks - Another value feature of PlanPlus Planit for Students is on line access to student workbooks that provide many case studies, worked examples and answer keys for use by instructors. These Workbooks are also available for multiple jurisdictions including Canada, United Kingdom, Malaysia, Malaysia-Islamic and Singapore.

Planipedia - All materials supporting PlanPlus Planit for Students are accessible through www.planipedia.org. Planipedia is a new community wiki that functions in a similar way to Wikipedia. Financial planners anywhere in the world can search, add and edit various articles and documents that contribute to a consolidated and reputable source of information. This vision for the community-sharing of knowledge and resources aims to raise the bar of professionalism for financial planning.

These are just some of the tools and processes available to Students and Educators. PlanPlus Planit for Students is a special variant of the PlanPlus Planit Community Edition specifically for educators and students. This version is free with the following benefits:

• Everything in the community edition.
• A subset of the investment universe from Morningstar (where available) with annual updates.
• Full functionality of the planning tool at the professional level including FinaMetrica, advanced investment planning and life goals.

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