A visible destination
Introduce students to a genuine, in-demand career path — with a structured way to build relevant, practical skills alongside their degree, not instead of it.
For universities
A real route into a growing profession.
Your finance and business students are graduating into a job market most of them can’t see clearly. PlannerPath gives them a live, evidenced pathway into paraplanning — and gives your careers and course teams aggregated cohort analytics showing strengths, gaps and engagement, with individual-level sharing only where the learner has consented.
What partnering gives you
Outcomes you can actually evidence.
Cohort analytics
See how your students are progressing across all six competency domains — where the strengths are, where the gaps are, and how the cohort compares over time.
A line to employers
Strong students can be referred directly to hiring firms through the curated referral pipeline — turning graduate outcomes into something you can point to, not just hope for.
Evidence, not endorsement
The same transparent standard, for your cohort.
The PCI your students build is the same readiness-gated, published-methodology index that firms use to evaluate candidates. Nothing is inflated for optics — which means the analytics you see reflect real, demonstrated ability, and carry weight precisely because they aren’t marketing numbers.
- Domain-by-domain cohort progress
- Readiness-gated scores — nothing shown before it’s earned
- Potential curated employer introductions for suitable learners, subject to learner consent, employer fit and available opportunities
Launching in 2026
We’re partnering directly with a small number of universities as we launch, shaping the analytics and pathway around what course and careers teams actually need. University partnership is free, and every conversation is with a person, not a sales funnel.