NaviPlan Standard Training & Support
Start Planning
This module will enable you to
Understand the process of creating a financial plan from start to finish in NaviPlan
- Create a client file
- Select an appropriate plan type for your clients
- Enter current financial and goal information in a Financial Assessment
- Identify key concepts of the Financial Needs Assessment client report
- Upgrade a Financial Assessment and develop a Level 1 Plan
- Implement reallocation and savings strategies into an alternative scenario to increase the success of the retirement goal
- Compare current and recommended scenarios
- Generate and present a client report
- Identify training and support options available
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 47 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 |
| Start Planning 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. |
