NaviPlan Select Training & Support
Elective module:
Financial assessment
This module will enable you to
Assess your clients' or prospects' current financial situation, and quickly uncover any possible shortfalls relating to their desired goals.
- Identify the purpose and benefits of using the Financial Assessment
- Capture your clients' current financial position
- Define retirement, education, and insurance needs
- Present results using the Financial Needs Assessment report
- Identify when and how to promote the Financial Assessment to the 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 |
