Give graduates employability evidence that goes beyond exam results
Graduate Outcomes Survey rankings and NSS scores depend on what happens after students leave. PlannerPath gives your financial planning students a verified competency profile — evidence of applied readiness that employers trust and that your programme can point to.
What your programme gets
Improve graduate employment outcomes
Students who complete PlannerPath simulations graduate with a verified PCI score and benchmark report — giving them a competitive advantage in the paraplanning job market and giving your programme a measurable employability output.
Evidence applied competence
Exam passes prove knowledge. PCI scores prove application. Give your students — and your accreditation reviewers — evidence that bridges the gap between classroom learning and professional practice.
Connect students to hiring firms
PlannerPath refers verified candidates directly to partner wealth management firms. Your students benefit from curated introductions, not just a job board listing.
Track cohort progress in real time
The university dashboard shows PCI score distributions, simulation completion rates, domain breakdowns, and employment outcomes across your full student cohort.
Programme Analytics
Track your cohort's competency development in real time — PCI distributions, domain breakdowns, engagement rates, and employment outcomes. Evidence for your next accreditation review.
Student Benchmark Reports
Every student generates a downloadable PCI Benchmark Report they can share with employers — a professional credential that complements their academic transcript.
Firm connections
PlannerPath works with wealth management firms actively hiring paraplanners. Your students get referred to those firms through a curated process — not a generic job board.
Join the 2026 university pilot
We're partnering with a select group of UK universities for our 2026 pilot. Partner universities receive full platform access for their student cohort, a dedicated university dashboard, and early access to cross-institution PCI benchmark data.
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