Industry-leading software.
Incomparable service.
Unrivaled scale.

NaviPlan v12.0.1.1 - USA

• Home

Training

• Training Program

Support

• EISI User Services
• Knowledge Base
• Contact Technical Support

Tips & Tools

• Getting Started
• Fact Finders
• Annotated Sample Reports
• User Manuals
• NaviPlan Dialogs Newsletter

Product updates

• Upgrade to v12.0.1.1
• What’s New in v12.0.1.1
• 2011 Federal Income Tax and Legislative Updates

NaviPlan Select Training & Support

Elective module:
Client and Plan Management

This module will enable you to

Access and organize your client files and plans in NaviPlan Select.

• Access and organize client files
• Manage engagements and plans
• Set system and planning preferences

Self Study Options	Cost	Time
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

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 : : Model the current estate plan : : 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 : : Model financial strategies