NaviPlan v12.0.1.1 - USA

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NaviPlan Select Training & Support

Core module:
Investment accounts

This module will enable you to

Capture your clients' investment accounts, and how to verify the data that was entered using reports.

• Model investment accounts with holdings
• Classify holdings to establish a rate of return
• Model savings to investment accounts
• Model a fixed annuity
• Analyze your clients' investment accounts using related reports

Self Study Options	Cost	Time
View Video Clip	FREE	10 min
Download Learning Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Tuesday December 13 10:00 AM CT Tuesday January 10 10:00 AM CT Tuesday February 14 10:00 AM CT Tuesday March 13 10:00 AM CT	$50 FREE	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