NaviPlan Standard CDN Training & Support
Training Resources
Different from your Reference Guides; these
training resources are designed to progressively
improve your skills and help you build powerful
financial plans in less time.
NaviPlan Standard Training Resources
Participant
Guide
Practice your skills. This Participant Guide is typically used as a supplementary
learning tool in In-Person Training sessions, but is a valuable stand-alone
learning tool. It reinforces specific theory, contains hands-on exercises,
and walks you though the planning process model.
Answer
Key (NPS client file 208 K)
Check your answers. Install this client file, and then review its contents
against the contents of the client file you have created as a result of doing
the recommended exercises in the Participant Guide.
