Renewed "Life Plan Diagnosis" Tool
Key facts
- Renewed "Life Plan Diagnosis" Tool
- ~Supports life planning by enhancing NISA compatibility and diagnostic result analysis~
- Source: PR Times
- Date: April 2, 2026
Direct answer
~Supports life planning by enhancing NISA compatibility and diagnostic result analysis~
- Citation
- Renewed "Life Plan Diagnosis" Tool (April 2, 2026), PR Times
- Source
- PR Times
- Date
- April 2, 2026
~Supports life planning by enhancing NISA compatibility and diagnostic result analysis~
📋 Article Processing Timeline
- 📰 Published: April 2, 2026 at 20:00
- 🤖 AI Analyzed: June 2, 2026 at 12:59 (1456h 59m after Published)
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/
FAQ
What are the main renewal points of the "Life Plan Diagnosis" tool?
Key changes include the addition of NISA-compatible regular investment simulation, PDF output of diagnostic results, and enhanced access to CFP® professional consultations.
What are the benefits of NISA compatibility?
Users can now simulate changes in future cash flow when utilizing NISA, by setting monthly investment amounts and periods.
How has consulting with CFP® professionals become more convenient?
A function to introduce nearby CFP® professionals has been added to the diagnostic result screen, and access to "CFP Search Navi" has also been made easier.