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Educational Solutions for Educational Professionals

PlanPlus for Students is the world’s most practical solution for teaching students how to create a financial plan by using state of the art technology.

PlanPlus for Students is web-based and easily integrates into academic programs. Students have the full functionality of PlanPlus Planit Professional software including FinaMetrica, integrated Morningstar data and more. PlanPlus for Students provides tools to help students solve personal financial planning problems that are part of their courses using a series of financial calculators. Students will learn how to generate a variety of financial planning documents and will be have access to on-line workbooks with case studies and worked examples. These workbooks are available for multiple jurisdictions including Canada, United Kingdom, Malaysia, Malaysia-Islamic and Singapore.

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 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 for Students is FREE and is available in multiple languages and countries. On demand Elearning teaches students the mechanics of using the software, minimizing impact on the instructor. Educational institutions using PlanPlus for Students are provided email help desk access for students with technical issues.

Registering your class is easy! To register your class email us at support@planplus.com. We will require the name of your institution, your class name, and your contact information. A region will then be created for your institution. Once your class has been set up we will send you the Class ID for you to provide to your students. Students can then self-register using the link provided below. Students will register their own IDs, names, etc. and link to the associated class in your institution. That’s it! Simple, low management effort.

If you are not ready to register your class but would like to preview a demo of PlanPlus for Students, just click on the Demo button below.



All materials supporting PlanPlus for Students can be accessed at www.planipedia.org. Planipedia is a new community wiki that functions in a similar way to Wikipedia.

A proud supporter of Planipedia, the first global financial planning encyclopedia