iPlan.ua
iPlan.ua is a leading Ukrainian company that has been providing financial planning services based on the American fee-only model for 8 years. It helps Ukrainians around the world to create long-term financial plans and implement them by providing individualized advice and training courses.
The team unites 17+ certified financial advisors with international certifications (CFP, CFA) and provides support to clients from more than 20 countries. It offers a wide range of services for corporate clients and strives to increase the level of financial literacy in Ukraine.
Services include:
- Package individual support (for those who want to work directly with a financial planner who will accompany the client step by step at all stages of the financial plan implementation)
- Training in personal finance and investments through the iPlan EDU platform (for those who want to understand the topic on their own or want to acquire basic knowledge to build a financial plan)
- Corporate trainings to improve financial literacy of employees
- Participation in the iPlan Talks community for those who invest on their own and want to share their investment experience with like-minded people.
Special offer for SUP members
For corporate clients, we offer:
- Special conditions for iPlan EDU courses for your employees
- Discounts for participation in iPlan Talks for your company
We are always happy to see our community members at our regular investment events in Kyiv (offline and online) and Warsaw (offline).
For more information or to arrange a consultation, please follow the link on the website.
Ensure financial stability and development for yourself and your family by choosing reliable financial support from iPlan.ua.