NaviPlan Standard Training & Support
Elective Module:
Education and Major Purchase goal analyses
This module will enable you to
Define and analyze your clients’ education and major purchase goals
- Define education goals
- Allocate accounts to education goals
- Model education goal solving strategies in alternate scenarios
- Compare the current and recommended education scenarios in a client report
- Define major purchase goals
- Allocate accounts to major purchase goals
- Model major purchase goal solving strategies in alternate scenarios
- Compare the current and recommended major purchase goal scenarios in a client report
| Self Study Options | Cost | Time |
 Recorded, Web-Based Training Session |
FREE | 46 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 |
