NaviPlan Select Training & Support
Start planning
This module will enable you to
Gain a general understanding of how to use NaviPlan to assess the financial situation of current and prospective clients, and use levels 1 and 2, to create detailed plans, recommendations and presentations.
- Create client files
- Match the appropriate analysis level to the clients' needs
- Create and present a Financial Assessment
- Identify the features available in Level 1 and 2 plans
- Promote an assessment to a Level 1 or 2 plan
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 16 min |
 Download Learning Guide |
FREE | Self-paced |
| Case study: Assess, present, and get client commitment in 15 minutes |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
|
Register for a Live, Web-based session
Upcoming sessions
Thursday December 1 10:00 AM CT Wednesday January 4 10:00 AM CT Wednesday February 1 10:00 AM CT Wednesday March 7 10:00 AM CT |
FREE | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
