NaviPlan Extended CDN Training & Support
Quick Tips
NaviPlan Extended Quick Tips
Change the appearance of a graph
to suit your needs
Changing return rates for a specific
asset
Comparing plans, reports, and
graphs
Copying asset class weightings
settings to another computer
Creating your favourite reports & graphs
Creating strategies in the Assets
category
Downsizing a home for retirement
in NaviPlan Extended
Duplicating and renaming concepts
Entering an existing RRSP Homebuyer's
plan
Entering an RESP asset in NaviPlan
Extended
Entering strategies through the
Planning Assistant
How incomes are taxed in NaviPlan
Extended
How to edit and export reports
Including chilren's education
expenses in the Plan Analysis window
Liabilities: Bring Proceeds into
Cash Flow
Plan Analysis Highlights report
Keep all your client details
in one place
Restoring the document package
icon
Restoring the printer icon to
the desktop
Targeted deficit coverage vs.
full deficit coverage
Taxable benefits vs. other taxable
benefits
Tracking the difference between
plans
Turning off the emergency fund
goal
Using the Education Goal Calculator
Using the File Cabinet to store
client files
Using the CTRL key as a shortcut
to categories
Using Help in NaviPlan Extended
Working with the Emergency Fund
feature
Simplify editing document packages
- removing the read only attribute
