NaviPlan Standard Training & Support
Core module:
Accumulation Goals
This module will enable you to
Define and analyze your clients’ education and major purchase goals
- Identify goal assumptions
- Define the time horizon for your clients’ education goal
- Use the Peterson’s Undergraduate Database to search for college specific costs
- Define an appropriate asset allocation mix for the education goal
- Allocate your clients’ assets to a goal
- Create and compare alternate education goal scenarios
- Enter an asset or expense as a Major purchase goal
- Evaluate relevant output pages in a client report to assess the clients’ progress toward meeting their goals
| Self Study Options | Cost | Time |
Recorded, Web-Based Training Session
|
FREE | 55 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
$50 USD | 90 minutes |
| Register for Classroom training |
Contact us | 1-2 days |
| Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the NaviPlan Standard v11.0 training materials you see here are still relevant for v11.2. | ||
