NaviPlan Standard 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 Standard Reference Guides
Installation/Quickstart
Guide
This guide will help you install NaviPlan. Keep it handy for easy reference.
Basic
Features Guide
Cover the basics. The Basic Features Guide teaches new users how to start
using NaviPlan Standard and perform basic tasks.
Advanced
Features Guide
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
Standard.
Fact
Finder
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.
