NaviPlan Extended - v10.2.0.16 USA

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NaviPlan Extended Training & Support

Core module:
Incomes and expenses

Objectives

• Model pre-retirement and retirement incomes
• Model living expenses
• Identify cash flow management strategies
• Review output pages

Self Study Options	Cost	Time
View Video Clip	FREE	20 minutes
Hands on exercises	FREE	Self-paced

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.

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Assets and liabilities : : Incomes and expenses : : Automatic Cash Flow Management (Deficit Coverage) : : Goal analysis : : Life Insurance -------------------------------- Elective Modules : : Disability Insurance : : Long-Term Care : : Estate Objectives & Testamentary Trusts : : ILITs, CRTs, FLPs & Bequests : : Stock Options : : Business Entities : : Monte Carlo Sensitivity Analysis : : Client Reports