NaviPlan Standard Training & Support
Core module:
Net worth
This module will enable you to
Capture and analyze your clients’ current net worth position
- Enter existing lifestyle assets
- Examine the cash flow implications of selling a home
- Enter existing liabilities
- Model detailed investment accounts and holdings
- Analyze your clients’ net worth position using related reports
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 48 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. |
