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NaviPlan v12.1.2.1 - USA

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NaviPlan Select Training & Support

Start planning

This module will enable you to

Gain a general understanding of how to use NaviPlan to assess the financial situation of current and prospective clients, and use levels 1 and 2, to create detailed plans, recommendations and presentations.

• Create client files
• Match the appropriate analysis level to the clients' needs
• Create and present a Financial Assessment
• Identify the features available in Level 1 and 2 plans
• Promote an assessment to a Level 1 or 2 plan

Self Study Options	Cost	Time
View Video Clip	FREE	16 min
Download Learning Guide	FREE	Self-paced
Case study: Assess, present, and get client commitment in 15 minutes	FREE	Self-paced

 

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : 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 -------------------------------- Elective Modules : : Client and Plan Management : : Asset Allocation Assessment : : Financial Assessment : : Business entities : : Existing insurance coverage : : Stock options : : Set insurance goals : : Set estate planning goals : : Likelihood of success: Monte Carlo Sensitivity Analysis and Scenario Probability : : Analyze, compare, and present education and major purchase scenarios : : Analyze, compare, and present insurance scenarios : : Analyze, compare, and present estate planning scenarios : : Applying Strategies