NaviPlan Standard Training & Support
Elective Module:
Financial assessment
This module will enable you to
Define your clients’ current financial situation and analyze the results using the Financial Needs Assessment client report.
- Establish the purpose and benefits of using the Financial Assessment
- Capture your clients’ current financial position
- Define retirement, education, major purchase, and insurance goals
- Generate and present the Financial Needs Assessment report
- Promote the Financial Assessment to a level 2 plan
| Self Study Options | Cost | Time |
 Recorded, Web-Based Training Session |
FREE | 49 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 |
| Financial Assessment 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. |
