NaviPlan Extended Windows-based Training & Support
Reference Guides
Different from your Training Resources; use
these reference guides to guide you through a variety
of financial planning processes with NaviPlan Extended
Windows-based software (e.g. how to enter an asset).
These reference guides are easy to understand,
and assume that you have no previous knowledge
of NaviPlan.
Reference Guides
Installation/Quickstart
Guide
Helps you install NaviPlan Extended Windows-based software.
New User
Workbook
Provides an overview of the NaviPlan Extended
desktop, walks through the creation of a client
file and plan, and provides options for reviewing
and analyzing financial plans.
NaviPlan Extended Windows-based
Reference Guide
This is your owner's manual. It provides detailed
descriptions of the functionality, and explains
the procedures in order to achieve desired
results.
Fact Finder
Guides your information-gathering efforts.
