NaviPlan Standard
Offline
Training & Support
Core module:
Cash flow
This module will enable you to
Capture and analyze your clients’ current cash flow position
- Enter and modify pre-retirement incomes
- Model CPP/QPP & OAS benefits
- Enter a Defined Benefit Pension
- Analyze income taxes with the Income Tax Summary report
- Enter and modify pre-retirement expenses
- Analyze your clients’ cash flow position using related reports
- Manage surplus cash flow
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 28 minutes |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Schedule Live, Web-based session |
Contact us | 90 minutes |
| Schedule Classroom training |
Contact us | 1-2 days |
| Additional Resources |
| Core Module Case Study Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning. |
