--- title: Additional Training description: Holistiplan offers many different training options. We've listed recordings of three of our most popular training videos here --- [Skip to content](https://help.holistiplan.com/additional-training#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en) 3. [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) # Additional Training ## Holistiplan offers many different training options. We've listed recordings of our most popular training videos here [👉Holistiplan 101: Getting Started](https://holistiplan.zoom.us/rec/play/JLUyb9lPa_ZI-JfNfB0uNDnGVOizAIjdnCvF7lMuWDCyCE7iSkPUdJywnCC4XBlCWdWk83E0SQyX-caJ.N-M_a73-u1nIHW3H?accessLevel=meeting&canPlayFromShare=true&from=my_recording&startTime=1773949885000&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2F7zEmWG_8ANgd68ESUvmH67oyiMdbKnM7YH1S-9IyhY6KqgXIILdU8mWbMyttUUS9.PSFEk2oBcyqMOB41%3FstartTime%3D1773949885000&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8EXqEoyEgdbnRnNTENXR6bdEboRrRB5BIZ2_e-m4es3UV-bCtlJJCGagBAkCeaNNOgBwnh)- This is a great webinar to get started in the software  [👉Holistiplan 201: Deeper Dive](https://holistiplan.zoom.us/rec/play/u4uQYa3zvOmNSvg3NZHnMxWeFi3pXzKUJ4Ppklg5FSl3aP-cKpKye663-78XBeUF6kaQPriphiJX_AtT.qIk7npks3ztQQ_LL?eagerLoadZvaPages=sidemenu.billing.plan_management&accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2F2-NGSk4WZwWrmaSOq0J8k9juv3I_ew2DBfawJbJCOuhnGZWItjGRb2s4WPSyniwj.6tzQ9htnL80lrQAt&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--mtMruh8M9uqeZhv-Btf2GsCUMWUrCC6JAuB9PhDyqWEIV2tSBhaeQQBeKw4NFcGCKzqf5)- This webinar covers more details about the basics of using Holistiplan  [👉Holistiplan 301: From Theory to Practice](https://holistiplan.zoom.us/rec/play/cUhtuutqFMmKVjynLga1EBDtbvEufNJd8V9EXql6jIQYSSOjQ7D6W7Vmn9QeBbKFdAsJGSPyCbTYF0ak.1UD42lSNRGoGSksN?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2Fit7fPw_mf9T4BDU7qyRqB0OKYgpUr6vxpJ7JFEQsGj6RE5xFZfwHwPMPKJwzVjUW.MJ7EL5Ze7OBCUQQd%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-8Sin8pSMZ0HKA3hshDtHuwh0tRJOXTHoyfEAHbgwaBbstw7AEoU8t4mNaFHia5tu8IK7La)- This webinar is a great tool to use once you have begun to understand your Holistiplan subscription **Looking to Master the Tax Report? This Webinar is for You!** If you’re ready to gain a deeper understanding of the Tax Report and unlock its full potential, this webinar is exactly what you need. We’ll walk you through every detail, showing you how to use the insights to make more informed decisions and deliver greater value to your clients.  [👉Using the Tax Report](https://holistiplan.zoom.us/rec/share/W-b8qy317Ja2st0lWq3k_o6WppcdBcanHEZ9WShnmhZm7qa2pLZ_gLytOvh27_nB.CeMooMvRW8bn2qqW?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_sy5bd4mKJ45eq8UX16Bjv9XHY9UkBBZMVfEzbOr5QGc3ux0dyGP-nG4lYQgf7es9YSU6b) **Ready to Elevate Your Scenario Analysis Skills?** Take your understanding of Scenario Analysis to the next level with this insightful webinar! We’ll guide you through advanced strategies and best practices that will empower you to make smarter, more effective decisions for your clients. Then, watch our Range Calc webinar to see how you can visualize changes to a client's effective tax rate as their income increases. [👉All About Scenario Analysis](https://holistiplan.zoom.us/rec/play/TUWbitKBzJFeFp-Y5jr5Rlv2PhLb5O3atZEyPpQsOTq9sG1zYnIJcZ_9Qu3bv7n9Nbg06jAJy62hqVkz.z5hfkf1LwURoN6Py?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FuHdckFjoqmuRqBCZLdvpOphja6o__dEV333B1tnJLfOibo6Vq0fYGJ9QRZ5Ei-81.cixTYP2arKAItJjy&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--jyMrZr3ETc6a4BwUwBiqDJT1Eoh9I6TW801hBVDvEdVi5K_9ybJdkuHWILawsGkdzLVUK) [👉Understanding Range Calc](https://holistiplan.zoom.us/rec/share/sUm44FgEdg2JlK_JJEsDh6LqWIqbHS8uqP3J2WSkks3_1J42aPEA-sus10Gl39dz.6fIBMa_mX0Ckv-ld?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9AInDeXHAa3rNAcwyS8fLrCeEPQZIJniFPnQhOOcQjEauQAIgcLaJLCG81blcwxhJ9NLgX) - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content) - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) - [API](https://help.holistiplan.com/integrations?hsLang=en#api) - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations) - [Security](https://help.holistiplan.com/security?hsLang=en) - [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en) Copyright © 2025, Holistiplan LLC