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NaviPlan Select Training & Support

Elective module:
Likelihood of success: Monte Carlo and scenario probability

This module will enable you to

Test the probability of success for your clients' individual goals or their entire financial plan, by randomizing return rates based on the standard deviation entered for each account.

• Identify the purpose of Monte Carlo and scenario probability analyses
• Compare the two analysis tools in NaviPlan: Monte Carlo Sensitivity Analysis vs scenario probability
• Identify Monte Carlo Sensitivity Analysis settings options
• Analyze Monte Carlo Sensitivity Analysis results
• Analyze scenario probability results

Self Study Options	Cost	Time
View Video Clip	FREE	33 minutes
Download Learning Guide	FREE	Self-paced

Instructor Led Options	Cost	Time
Register for a Live, Web-based session Upcoming sessions Wednesday November 23 10:00 AM CT Friday January 27 10:00 AM CT Friday March 30 10:00 AM CT	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