NaviPlan Standard
Offline
Training & Support
Training Program
Flexible modules help you build powerful plans in less time
The complete NaviPlan Standard Offline training program is a collection of modules that are available in four learning methods, which are divided into self-study and instructor-led options. Self-study resources are available online, free of charge. Instructor-led options are fee-based. Contact EISI’s Training department at (888) 692-3474, option 5, or training@eisi.com to discuss cost and to arrange either an in-person or live, Web-based training session.
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Start PlanningIn less than an hour, you'll learn how to build a client case, analyze the current financial situation, and present a recommended plan. Ideal for new users. |
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Core ModulesIdeal for users who have either completed the Start Planning Module or have a basic understanding of the software. Learn to create a typical client case in detail. |
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Elective ModulesIdeal for experienced users, and those who have completed the Core Modules. Learn to treat unique and sophisticated client cases. |
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