Renewal of the "Life Plan Diagnosis" Tool

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The Japan Association of Financial Planners has renewed its "Life Plan Diagnosis" tool to better support asset formation. The update includes new simulation features for NISA and other investment plans, as well as improved accessibility to professional CFP-certified financial planners.

Q: What is the direct answer?

The Japan Association of Financial Planners has renewed its "Life Plan Diagnosis" tool to better support asset formation. The update includes new simulation features for NISA and other investment plans, as well as improved accessibility to professional CFP-certified financial planners.

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Source: https://prtimes.jp/main/html/rd/p/000000015.000143924.html | Date: Date unavailable

The Japan Association of Financial Planners (Location: Minato-ku, Tokyo; Board Chairman: Toshiharu Shirane) has renewed the "Life Plan Diagnosis" tool provided on its website. In response to the recent rise in demand for asset formation, a simulation feature for installment investments such as NISA has been added. Furthermore, the association has enhanced the tool with features that make it easier to consult with CFP-certified professionals, who hold the highest level of financial planning certification. We encourage you to utilize the "Life Plan Diagnosis" as a simple simulation tool for your life planning. ■ Features of the Life Plan Diagnosis 1. Simulation now supports installment investments such as NISA In response to the growing need for asset formation, we have added new question items that allow users to select monthly investment amounts and investment periods. 2. Re-calculation of investment amounts and periods available on the results page We have added a feature to the diagnosis results page that allows users to re-calculate their installment investment amounts and periods. By adjusting these figures on the results page, users can see how changes in conditions affect their future cash flow projections. 3. PDF output of diagnosis result reports now available It is now possible to download the results of the Life Plan Diagnosis (including cash flow tables and advice from financial planners) in PDF format. This makes it easier to print or save the results, which is useful for sharing with family members or as a starting point for reviewing household finances. 4. Convenient access to consultations with CFP-certified professionals We have added a feature to the results screen that introduces CFP-certified professionals living in your area. This streamlines the process of consulting with a professional after the diagnosis and provides easier access to the "CFP Search Navi," where you can find CFP-certified professionals available for consultation. Life Plan Dia

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