NaviPlan Extended Training & Support
Core module:
Goal analysis
Objectives
• Identify goal assumptions
• Define the retirement and education goals
• Review data verification tools
• Create and analyze various scenarios
• Review output pages
| Self Study Options | Cost | Time |
View Video Clip #1: Goals |
FREE | 8 minutes |
|
View Video Clip #2: Plan Analysis |
FREE | 14 minutes |
 Hands on exercises |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session | Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
| Additional Resources |
| Core Module Case Study Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning. |
