NaviPlan Select Training & Support
Training Program
Flexible modules help you build powerful plans in less time |
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The complete NaviPlan Select 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 common/typical client case in detail. Lifestyle assets and liabilities Set retirement, education, major purchase and emergency fund goals Analyze, compare, and create plan scenarios |
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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.
Asset allocation assessment
Analyze, compare, and present education and major purchase scenarios
Business entities
Existing insurance coverage
Model the current estate plan
Likelihood of success: Monte Carlo Sensitivity Analysis and Scenario Probability
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