NaviPlan Extended Training & Support
Start Planning module
Objectives
This module will enable you to
- Create a client file
- Model and analyze the current financial situation
- Determine an appropriate asset allocation mix
- Implement planning strategies
- Present the recommended plan to the client
| Self Study Options | Cost | Time |
 View Video Clip |
FREE | 30 minutes |
 Download Self-study Guide |
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 |
| Start Planning 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. |
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