NaviPlan Select Training & Support
Elective module:
Asset allocation assessment
This module will enable you to
Review the clients' current asset allocation, establish their risk tolerance, and create a proposed allocation, using the Asset Allocation Assessment.
- Identify the purpose and benefits of using the Asset Allocation Assessment
- Enter investment accounts to capture the current asset mix
- Assign a suggested asset mix
- Compare the current and suggested asset mixes using the Asset Allocation client report
- Identify when and how to promote the Asset Allocation Assessment to a Level 1 or Level 2 Plan
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 14 min |
 Download Learning Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
|
Register for a Live, Web-based session
|
Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
