Renewed "Life Plan Diagnosis" Tool

The Japan Association for Financial Planners (Location: Minato-ku, Tokyo; Chairman: Toshiharu Shirane) has renewed its "Life Plan Diagnosis" tool, which is provided on the Japan Association for Financial Planners' website. In response to the recent increase in asset building needs, a simulation function for regular investments such as NISA has been added. Furthermore, functions such as making it easier to consult with CFP® professionals, who hold advanced FP qualifications, have been enhanced. Please utilize "Life Plan Diagnosis" as a simple life plan simulation tool.

Features of Life Plan Diagnosis

1. Simulation compatible with regular investments such as NISA is now possible

In response to the growing demand for asset building, new questions have been added to select monthly investment amounts and investment periods.

2. Recalculation of regular investment amount and period is possible on the diagnostic result page

A function to recalculate the regular investment amount and period has been added to the diagnostic result page. By changing the investment amount and period on the diagnostic result page, you can check changes in future cash flow tables due to condition changes.

3. PDF output of diagnostic result report is now possible

The results of the life plan diagnosis (cash flow table, FP advice, etc.) can now be downloaded in PDF format. This makes printing and saving easy, and is also effective for sharing with family or as an opportunity to review household finances.

4. Consulting with CFP® professionals is more convenient

A function to introduce nearby CFP® professionals has been added to the diagnostic result screen. This smooths the process of consulting with a CFP® professional after diagnosis and makes it easier to access "CFP Search Navi", where you can find a CFP® professional to consult with.

Life Plan Diagnosis: https://www.jafp.or.jp/know/lifeplan/simulation/

CFP Search Navi: https://www.jafp.or.jp/confer/search/cfp/