NaviPlan Select Training & Support
Elective module:
Analyze, compare, and present education and major purchase scenarios
This module will enable you to
Analyze your clients’ education and major purchase needs, compare alternatives, and present a recommended scenario to help your clients achieve their education and major purchase goals.
- Asses the client’s current financial situation
- Create recommendations in an alternative education and major purchase scenario
- Present your recommendations to your clients
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 22 minutes |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
FREE | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
