NaviPlan Standard Training & Support
Core module:
Retirement goal analysis
This module will enable you to
Define your clients’ retirement needs and perform a retirement goal analysis
- Define the retirement goal
- Allocate assets to the retirement goal
- Analyze the current situation for problems and opportunities
- Model goal solving strategies in alternate scenarios
- Compare the current and recommended scenarios in a client report
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 55 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. |
