We’re proud to partner with six major American universities to give hundreds of students enrolled in CFP®️ programs free access to our award-winning software and a certification course to enrich their curriculum and credentials.
We’ve always bridged the gap between advisors and clients – now, we connect education with expertise, empowering students to grasp the technicalities of tax planning with the technology to guide their careers.
Holistiplan Student Edition is a free version of our software designed for CFPⓇ students and their professors to collaborate on real-world financial scenarios.
Comprehensive Software
Full access to Holistiplan’s tax planning capabilities, offering students professional-grade tools to use in their studies.
Customizable Content
Professors can upload tailored tax returns, providing students with relevant, hands-on practice.
Collaborative Learning
Students and professors can work together on real-world tax scenarios, bridging classroom theory with practical experience.
Centralized Program Management
Professors and program sponsors can manage and curate a guided learning experience with minimal overhead.
Certification
Students can attain a certification by completing our program or a series of tutorials and quizzes to test their acumen. They can then showcase their certified status with pride on resumes and LinkedIn profiles.
Tax codes change every year, as do the number of professionals in its service. The lifeblood of any vocation lies in the next generation, but there’s a current, looming shortage of CPAs and financial advisors bookended by an enrollment dip and retirement deluge.
That’s why we’re the first technology company to create endowed scholarships for collegiate Financial Planning Programs.
Each purchase from our merch store contributes directly to funding our Texas A&M scholarship. Give a gift to the next generation today.
Any student or faculty member at any university CFPⓇ program can request free access and support to our new program by emailing academia@holistiplan.com
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.
