NaviPlan v12.1.2.1 - USA

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• Update to v12.1.2.1
• What’s New in v12.1.2.1
• 2011 Federal Income Tax and Legislative Updates

NaviPlan Select Training & Support

Training Program

The complete NaviPlan Selectl training program is a collection of modules that are available in four learning methods, which are divided into self-study and instructor-led options. Module content is the same no matter which way you choose to learn it. Experiment until you find the method that best suits your learning style.

Start Planning In 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. Start planning module

Core Modules Ideal 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 Investment accounts Cash flow Set retirement, education, major purchase and emergency fund goals Analyze, compare, and create plan scenarios Analyze, compare, and present retirement scenarios Present results

Updated elective modules for NaviPlan Select v12.1 coming soon. You may continue to reference the NaviPlan Select v12.0 elective modules for assistance.

Elective Modules Ideal for experienced users, and those who have completed the Core Modules. Learn to treat unique and sophisticated client cases. Asset allocation assessment Financial assessment Model financial strategies Analyze, compare, and present education and major purchase scenarios Business entities Equity compensation Existing insurance coverage Set insurance goals Analyze, compare, and present insurance scenarios Model the current estate plan Analyze, compare, and present estate planning scenarios Likelihood of success: Monte Carlo Sensitivity Analysis and Scenario Probability Client and plan management Presentation Module