NaviPlan Extended CDN Training & Support
Reference Guides
Reference these user guides for instruction
on how to perform a variety of tasks using NaviPlan
(e.g. how to enter an asset). No previous knowledge
of NaviPlan is required.
NaviPlan Extended Reference Guides
Installation/Quickstart
Guide (PDF 350 K)
This guide will help you install NaviPlan. Keep it handy for easy reference.
Basic
Features Guide (PDF 1.40 MB)
Cover the basics. The Basic Features Guide teaches new users how to start
using NaviPlan Extended and perform basic tasks.
Advanced
Features Guide (PDF 3.03 MB)
Explore all of the functions. Once you’ve covered the basics, use the
Advanced Features Guide to learn about all the planning features in NaviPlan
Extended.
Fact
Finder (PDF
322 K)
Fact Finders are data entry sheets that provide a road map for collecting
and recording the data that is required in a financial plan. Use this data-entry
sheet to engage new clients at the information-gathering stage.
