Japan Association for Financial Planners Renews "Life Plan Diagnosis" Tool
The Japan Association for Financial Planners (JAFP) has renewed its "Life Plan Diagnosis" tool, available on its website. This update responds to the growing demand for asset building by adding simulation features for accumulation investments like NISA and enhancing functions to facilitate consultations with CFP certified professionals.
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- 📰 Published: April 2, 2026 at 20:00
- 🔍 Collected: April 2, 2026 at 14:00
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The Japan Association for Financial Planners (Location: Minato-ku, Tokyo; Chairman: Toshiharu Shirahane) has renewed its "Life Plan Diagnosis" tool, which is provided on the JAFP website. In response to the recent increase in demand for asset building, new simulation functions for accumulation investments such as NISA have been added. Furthermore, the tool has been enhanced with features that make it easier to consult with CFP certified professionals, who hold advanced FP qualifications. Please utilize the "Life Plan Diagnosis" as a simple life plan simulation tool.
## Features of the Life Plan Diagnosis Tool
1. **Enables simulation compatible with accumulation investments such as NISA**
In response to the growing demand for asset building, new question items have been added to select monthly accumulation amounts and accumulation periods.
2. **Allows recalculation of accumulation investment amounts and periods on the diagnosis result page**
A function has been added to the diagnosis result page that allows recalculation of accumulation investment amounts and periods. By changing the accumulation amount and period on the diagnosis result page, users can check how changes in conditions affect their future cash flow statement.
3. **Enables PDF output of diagnosis result reports**
The results of the Life Plan Diagnosis (such as cash flow statements and FP advice) can now be downloaded in PDF format. This makes printing and saving easier, and is also effective for sharing with family or as an opportunity to review household finances.
4. **Convenient consultation with CFP certified professionals**
A function has been added to the diagnosis result screen to introduce CFP certified professionals living nearby. This streamlines the process of consulting with a CFP certified professional after diagnosis and makes it easier to access the "CFP Search Navi," where users can find CFP certified professionals for consultation.
Life Plan Diagnosis: https://www.jafp.or.jp/know/lifeplan/simulation/
Keywords: Life plan, FP, FP consultation, NISA, Retirement funds, Investment, Accumulation investment, Saving, Asset building, Simulation
## Features of the Life Plan Diagnosis Tool
1. **Enables simulation compatible with accumulation investments such as NISA**
In response to the growing demand for asset building, new question items have been added to select monthly accumulation amounts and accumulation periods.
2. **Allows recalculation of accumulation investment amounts and periods on the diagnosis result page**
A function has been added to the diagnosis result page that allows recalculation of accumulation investment amounts and periods. By changing the accumulation amount and period on the diagnosis result page, users can check how changes in conditions affect their future cash flow statement.
3. **Enables PDF output of diagnosis result reports**
The results of the Life Plan Diagnosis (such as cash flow statements and FP advice) can now be downloaded in PDF format. This makes printing and saving easier, and is also effective for sharing with family or as an opportunity to review household finances.
4. **Convenient consultation with CFP certified professionals**
A function has been added to the diagnosis result screen to introduce CFP certified professionals living nearby. This streamlines the process of consulting with a CFP certified professional after diagnosis and makes it easier to access the "CFP Search Navi," where users can find CFP certified professionals for consultation.
Life Plan Diagnosis: https://www.jafp.or.jp/know/lifeplan/simulation/
Keywords: Life plan, FP, FP consultation, NISA, Retirement funds, Investment, Accumulation investment, Saving, Asset building, Simulation