NaviPlan Standard CDN Training & Support
Quick Tips
NaviPlan Standard Quick Tips
Annually realized capital gains
vs. capital gains upon disposition
Changing the appearance of a graph
to suit your needs
Changing return rates for a specific
asset
Comparing reports and graphs using
NaviPlan's Comparison feature
Copying asset class weightings
settings to another computer
Downsizing a home for retirment
in NaviPlan Standard
Duplicating and renaming concepts
How incomes are taxed in NaviPlan
Standard
How to edit and export reports
Keep all your client details in
one place
Restoring the printer icon on the
desktop
Save data entry time using the
Duplicate button
The Overview tab in the Planning
Assistant category
Tracking the difference between
plans
Using auto-fill to project future
premiums, CSVs, and death benefits
Using the File Cabinet to store
client files
Using the CTRL key as a shortcut
to categories
Using the Explain feature in NaviPlan
Standard
View Loan Schedule in NaviPlan
Standard
Working with the retirement goal
category
