NaviPlan Select Training & Support
Core module:
Analyze, compare, and create plan scenarios
This module will enable you to
Understand where to assess the clients' current financial situation and compare planning strategies in alternative plans.
- Identify the purpose of using the Scenario Manager
- Identify the differences between Current, Recommended, and Alternative Plan scenarios
- Explore where to modify financial data in the Recommended Plan scenario
- Explore where to modify goal assumptions in the Recommended Plan scenario
- Identify where to generate results for the Current and Recommended Plan scenarios
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 21 min |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session
Upcoming sessions Thursday December 15 10:00 AM CT Thursday January 12 10:00 AM CT Thursday February 16 10:00 AM CT Thursday March 15 10:00 AM CT |
90 minutes | |
| Register for Classroom training | Contact us | 1-2 days |
