2.9->3.6+0.7
AskSia walked through a CFP style case study with the full plan written out across retirement, tax, and estate sections. Saved hours of formatting before the deliverable was due.
AskSia for Financial Planning2000+ universities
Financial Planning AI: Plans that
hold up across decades.
AskSia walks comprehensive financial planning, runs retirement projections with Monte Carlo, and handles CFP Board topics. Built for CFP candidates, financial planning coursework, and wealth/RIA recruiting. Web, mobile, LMS extension, desktop.
+0.6 GPA in one term
average among weekly active users - 92% report better grades within 30 days
4.9 / 5 - 2M+ college students - 2000+ universities worldwide
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Quick Answer
Can AI help with Financial Planning?
AskSia is the Financial Planning AI for university students taking financial planning. Members report an average +0.6 GPA increase in one term. AskSia handles financial planning lecture transcription, multi-document Q&A across Personal Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Risk Management and Insurance, Financial Planning Capstone, CFP exam prep, a 98%-accurate financial planning homework solver with worked diagrams, study guides built on the AskSia-Method, visual concept maps, FSRS flashcards calibrated for financial planning, adaptive Mock Exam quizzes, an AI essay writer with citations, and an AI-text detector. Surfaced across web, mobile (iOS/Android), browser extension (Canvas, Blackboard, Brightspace, Moodle, Everytime), and a native desktop agent for Mac and Windows. Used at 2000+ universities globally. Free for college students.
+0.6
avg GPA lift in one term
2M+
college students worldwide
2000+
universities covered
4x
surfaces - everywhere you study
Real outcomes
It's not the projection.
It's the offer.
Financial planning students lose points for one wrong sustainable withdrawal rate, a tax-loss harvest that triggered wash sales, or a retirement projection ignoring sequence-of-returns risk. AskSia tightens those.
3.2->3.8+0.6
For my Tax Planning final I dropped Tax Code references into AskSia. Got a Sia Note linking deduction strategies to client scenarios. Aced the planning recommendations.
3.0->3.7+0.7
The CFP practice questions AskSia generated matched item format. Auto graded feedback pointed out exactly which estate planning provision I had misapplied for a remarried couple.
Why AskSia
Lecture, case prep, Excel,
CFP exam prep.
Phone for a quick allocation check. Laptop in Excel on the planning case. Extension pulling your FP syllabus. Desktop agent over your CFP prep at 11pm. One FP library, four surfaces.
Web App
Where planning meets tax efficiency
Drag CFP curriculum, your case studies, financial statements, and your professor's slides in. AskSia walks comprehensive planning, runs Monte Carlo, applies tax-efficient strategies.
Multi-doc Q&A across financial planning readings with page-level citations
Convert any financial planning source to Note, Map, Cards, Quiz
Real-time collaboration on shared financial planning maps
Mobile App
FP review on the way to case
iOS and Android. Photograph a client profile, an allocation, or your handwritten Monte Carlo. AskSia returns the analysis with the right plan, tax considerations, retirement projection.
Snap-and-solve any financial planning problem
Live financial planning lecture record, transcribe, translate
Daily financial planning spaced-repetition review queue
Browser Extension
FP course materials, synced
The Chrome extension adds a Sync button on Canvas, Blackboard, Brightspace, Moodle. Your FP syllabus, case studies, CFP prep pull into one library.
Works with all 5 major university LMSs
Read-only, never writes to your LMS
Financial Planning module structure preserved, folders auto-built
Desktop Study Agent
Cmd+Space over Excel, Morningstar, or CFP textbook
Native macOS and Windows. AskSia summons over Excel, Morningstar, Bloomberg, your CFP textbook, or your case file. Reads selection and returns FP analysis.
Global hotkey while studying financial planning
Reads your financial planning selection, screenshot, clipboard
Works offline after first launch
Everything in one place
12 study tools built for
college financial planning.
Stop juggling CFP curriculum, Morningstar for asset class returns, ChatGPT for tax (that misses wash sale rules), and your TA's office hours. AskSia is one workspace.
FP lecture transcription
Record your financial planning lecture. 40+ languages, sub-100ms latency, FP terminology preserved.
OpenFP multi-source Q&A
Drop CFP curriculum, your case studies, IRS publications. Ask 'why is this Roth conversion tax-efficient now' and AskSia answers with tax-cited rigor.
OpenComprehensive plan walker
Walks comprehensive financial plans with goals, cash flow, tax, retirement, estate, insurance, investment sections aligned.
OpenYouTube to FP notes
Paste any CFP Board, Michael Kitces, Vanguard URL. AskSia transcribes, chapterizes, pulls the worked examples into a clean note.
OpenFP Mock Exam mode
Adaptive practice for FP coursework, CFP certification exam, and wealth/RIA interviews. Mock Exam mode times you in actual CFP conditions.
OpenSia Note for FP cases
Turns a 30-page FP case into a one-page note: client, goals, plan, tax, retirement, recommendation.
OpenRetirement and Monte Carlo writer
Drafts retirement plans with Monte Carlo simulations in the format CFP planners use. Sequence-of-returns risk considered.
OpenFP flashcards · FSRS
Auto-built decks: tax topics, retirement vehicles, estate planning, CFP exam topics. FSRS spacing tuned to your CFP exam.
OpenFP concept map
The whole FP curriculum as a navigable tree from intro through advanced. Each topic linked back to CFP curriculum and IRS publication.
OpenAI tutor for financial planning
Voice-first interview drill. Run FP case prep, drill CFP topics, or explain why tax-loss harvesting works given the wash sale rule.
OpenAskSia Library
Trained on real coursework at
the world's top universities.
Browse by university, subject, or course. Every entry maps to curated study patterns for that program.
Showing 16 of 2000+ universitiesBrowse all universities
Showing 12 of 500+ popular courses
Compare
AskSia vs. ChatGPT, Quizlet,
Khan, Course Hero.
Other tools solve one slice of college. AskSia is the integrated workspace built specifically for your GPA.
| Feature | AskSia | ChatGPT | Quizlet | Course Hero / Khan |
|---|---|---|---|---|
| Built specifically for college coursework | Yes - 2000+ universities | General-purpose | User decks only | Crowd uploads / K-12 |
| Lecture transcribe + translate | Yes - Real-time, 40+ languages | No | No | No |
| 98%-accurate homework solver with diagrams | Yes - Step-by-step + visual | ~70-85%, hallucinates | No | Manual hints |
| Multi-document Q&A | Yes - 100 files, page-cited answers | ~10-20 files | No | No |
| FSRS spaced-repetition flashcards | Yes - Auto-built, 6 types | No | Manual | No |
| Adaptive Mock Exam | Yes - Auto-graded FRQ | No | No | SAT only |
| Browser extension for LMS pages | Yes - Canvas, Blackboard, Moodle | No | No | No |
| Native desktop agent | Yes - Global hotkey | Web wrapper | No | No |
| iOS & Android mobile apps | Yes - Snap-and-solve | Yes | Yes | Yes |
| Reported GPA improvement | Yes - +0.6 avg in one term | Not measured | Not measured | Not measured |
| Free for college students | Yes - No card required | Limited | Limited | Paid unlocks |
FAQ
Frequently asked
questions.
Can AskSia walk comprehensive financial planning?
Yes. AskSia walks comprehensive plans with goals, cash flow, tax, retirement, estate, insurance, investment sections.
Does AskSia run Monte Carlo retirement?
Yes. AskSia runs Monte Carlo retirement with sequence-of-returns risk and sustainable withdrawal rates.
Will AskSia help with CFP exam?
Yes. AskSia drills CFP exam topics in actual CFP Board format. Mock Exam mode times you.
Can AskSia help with tax-efficient planning?
Yes. AskSia walks tax-loss harvesting, asset location, and tax-efficient withdrawal sequencing.
Is AskSia free for financial planning students?
Yes, AskSia is free for financial planning students to start, no credit card required. Free includes daily generation across all tools, unlimited library access, and the browser extension. AskSia Pro and Super unlock unlimited generation, full Mock Exam mode, free-response auto-grading at scale, priority models, and unlimited transcription minutes.
Which platforms does AskSia run on?
Four surfaces, all syncing in real time: (1) Web app at asksia.ai, (2) iOS and Android mobile apps, (3) Browser extension for Chrome, Edge, Brave, and other Chromium browsers, which adds Sync to AskSia on Canvas, Blackboard, Brightspace, Moodle, and Everytime, (4) Native desktop agent for macOS and Windows.
Does AskSia handle estate planning?
Yes. AskSia walks wills, trusts, beneficiary designations, estate tax.
Can AskSia help with RIA recruiting?
Yes. AskSia drills RIA, wealth management, and CFP firm interview prep.
Is AskSia OK for FP coursework?
Yes. AskSia walks FP with proper tax and retirement framing. The AI detector verifies case writeups read as your own work.
Start Today
Plans. Tax. Retirement. CFP-ready.
Join the financial planning students at Texas Tech, Kansas State, Bentley, Boston U, and 1500+ programs preparing for CFP with AskSia. Free to start.
From the AskSia study library
Study resources by university and exam
Course guides, shared notes and exam prep written for specific subjects. Start with your institution or your exam.
Study picksCourse SupportShared materials and discussions organised by subject.Browse by universityScore goalsStandardized ExamsStudy materials, shared notes and discussions for major exams.Browse by exam
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