NaviPlan Extended Windows-based Training & Support
Training Resources
Different from your Reference Guides; these
training resources are designed to progressively
improve your skills and help you build powerful
financial plans in less time.
Training Resources
Self Study Guide
Self-Study Guide
Study independently. Cover
the theory at your own pace, and then apply
and test your knowledge. The Self-Study
Guide is broken down into chapters, and each
chapter concludes with exercises and quizzes.
Participant Guides I & II
Practice your skills. These Participant Guides are typically used as supplementary learning tools in In-Person Training sessions, but are valuable stand-alone learning tools. They reinforce specific theory, contain hands-on exercises, and include helpful presentation slides used by NaviPlan Training Specialists at In-Person Training sessions.
Participant Guide I
In Participant Guide I, you will cover
- Cash flow-based planning in NaviPlan Extended
- Using the Plan Analysis window and assistants
- Deficit coverage
- Entering and verifying data to create a base plan
- Analyzing and comparing scenarios
- Creating the recommended plan
- Insurance analysis: Life insurance, Disability insurance, Long-term care
- Generating reports, graphs, and presentations
- Creating comprehensive client reports
Participant Guide II
In Participant Guide II, you will cover
- Financial strategies analysis using the Plan Analysis window, and the Cash Flow Assistant
- Creating 'What-if' scenarios
- Estate planning: methods; creating, analyzing, and comparing scenarios; recommending an estate plan
- Monte Carlo Sensitivity Analysis
- Creating and editing document packages and document templates
Answer Keys I & II
Check your answers. Install this client file, and then review its contents against the contents of the client file you have created as a result of doing the recommended exercises.
Answer
Key I (NPE client file)
Answer
Key II (NPE client file)
