An endowed scholarship fund from tax-, estate- and insurance-planning software makers Holistiplan is improving student access to the personal financial planning program in the Kansas State University College of Health and Human Sciences.
One of only two institutions nationwide to receive an endowed scholarship from Holistiplan, K-State was one of the first to integrate the company’s academia software program into its curriculum. Faculty have been increasing exposure to the tool since 2021 to increase student experience with real-world tax planning scenarios, also offering a Holistiplan certification course that improves career readiness for up to 100 K-Staters each year.
“At Holistiplan, we believe financial planning has the power to transform lives,” said Roger Pine, CEO and co-founder. “By investing in K-State students, we’re investing in the future of the profession — ensuring the next generation of financial planners has the knowledge and tools to help individuals and families navigate their financial journey with confidence.”
Holistiplan has long played a key supporting role for teachers at K-State, and the additional support for students is a welcome addition.
“We’re incredibly proud to have our program consistently rank in the nation’s top 5 and to watch 100% of our graduates receive a job offer each spring, but we want to see more students benefit from that,” said Martin Seay, department head and professor of personal financial planning. “We like to say we have a head for business and a heart for people, so filling more seats with students who are eager to help others meet their financial goals is the real accomplishment, and we thank Holistiplan for making that possible.”
As Kansas State University’s strategic partner for philanthropy, the KSU Foundation inspires and guides philanthropy toward university priorities to boldly advance K-State.
