Getting Started in Holistiplan – 2.0

This course will help you get started with Holistiplan. Over five sections, we’ll cover: setting up households, uploading returns, formatting the Tax Report, and getting started with Scenario Analysis.

If you are a financial planning student in a college or university program and have questions about this course, please email us at academia@holistiplan.com

 

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Households

Creating a Household
Lesson 1 of 4 within section Households.
Editing Households
Lesson 2 of 4 within section Households. You must enroll in this course to access course content.
Main Household Page
Lesson 3 of 4 within section Households. You must enroll in this course to access course content.
Section 1 Quiz – Households
Lesson 4 of 4 within section Households. You must enroll in this course to access course content.
Has Quiz

Returns

Uploading Returns
Lesson 1 of 5 within section Returns. You must enroll in this course to access course content.
What Happens After Returns Are Uploaded?
Lesson 2 of 5 within section Returns. You must enroll in this course to access course content.
Failed Uploads/Returns With Warnings
Lesson 3 of 5 within section Returns. You must enroll in this course to access course content.
How to Avoid Failed Returns
Lesson 4 of 5 within section Returns. You must enroll in this course to access course content.
Section 2 Quiz – Returns
Lesson 5 of 5 within section Returns. You must enroll in this course to access course content.
Has Quiz

Tax Report

The Tax Report
Lesson 1 of 6 within section Tax Report. You must enroll in this course to access course content.
Layout
Lesson 2 of 6 within section Tax Report. You must enroll in this course to access course content.
Hiding Opportunities in the MAGI box
Lesson 3 of 6 within section Tax Report. You must enroll in this course to access course content.
Hiding and Editing Observations
Lesson 4 of 6 within section Tax Report. You must enroll in this course to access course content.
Printing
Lesson 5 of 6 within section Tax Report. You must enroll in this course to access course content.
Section 3 Quiz – The Tax Report
Lesson 6 of 6 within section Tax Report. You must enroll in this course to access course content.
Has Quiz

Scenario Analysis

Getting Started
Lesson 1 of 6 within section Scenario Analysis. You must enroll in this course to access course content.
How to Create New Scenarios
Lesson 2 of 6 within section Scenario Analysis. You must enroll in this course to access course content.
Creating Scenarios: Best Practices
Lesson 3 of 6 within section Scenario Analysis. You must enroll in this course to access course content.
Navigating Scenarios
Lesson 4 of 6 within section Scenario Analysis. You must enroll in this course to access course content.
Editing Fields, Modals and Calculators
Lesson 5 of 6 within section Scenario Analysis. You must enroll in this course to access course content.
Section 4 Quiz – Scenario Analysis
Lesson 6 of 6 within section Scenario Analysis. You must enroll in this course to access course content.
Has Quiz

Solve for Max and Range Calc

Solve for Max
Lesson 1 of 3 within section Solve for Max and Range Calc. You must enroll in this course to access course content.
Range Calc
Lesson 2 of 3 within section Solve for Max and Range Calc. You must enroll in this course to access course content.
Section 5 Quiz – Solve for Max and Range Calc
Lesson 3 of 3 within section Solve for Max and Range Calc. You must enroll in this course to access course content.
Has Quiz

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