NaviPlan Select
Training & Support
What’s New in NaviPlan Select v11.8.2.0
Highlights
- Enhanced scenario features
- Pre-retirement cash flow indicators
- Retirement liquidation strategies
- Allows for enhanced cash flow control in the retirement period
- Advanced Planning Module*
- NaviPlan Select offers two income tax methods, Average Tax and Detailed Tax
- Detailed Tax automatically applies the bracketed federal and provincial rates to taxable income on a year-by-year basis
- Introducing Presentation Module*
- Make your client meetings more collaborative and profitable.
- An interactive sales tool that takes NaviPlan Select calculations and presents them in an easy-to-use and highly visual slideshow format.
- Make changes and illustrate the impact on the results right on the screen in front of your clients.
- Education
- Peterson's database now supported
- Ability to include RESP accounts in the Financial Assessment
- Asset allocation – New Current Portfolio Re-balancing option
- Ability to indicate dividend income eligibility for the dividend tax credit
- New RRIF, LIF, and LRIP payout calculators
- Home Buyer’s Plan, Canada Education Saving Grant, Employment Insurance, and Tax rate updates
- New Federal and Provincial legislation updates
- Multiple miscellaneous enhancements
* Additional fees apply for optional features.
Details in the Release Overview:
NaviPlan Select v11.8.2.0 Release Overview
View the 
What's New in NaviPlan Select video.
Getting Started with Presentation Module
This video provides an overview of the general feature and functionality available in Presentation Module. Topics include how to:
- Load a client file,
- Run a presentation, and
- Switch back and forth between presentation and planning views.
View the Getting Started with Presentation Module video.
Review Accessing NaviPlan Select for steps on how to access NaviPlan online or offline and for tips on how to transfer and share your client files.
