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NaviPlan Standard Training & Support

Start Planning


This module will enable you to

Understand the process of creating a financial plan from start to finish

  • Create a client file
  • Select an appropriate plan type for your clients
  • Enter your clients’ current financial and goal information in a Financial Assessment
  • Identify key concepts of the Financial Needs Assessment report
  • Promote your clients’ Financial Assessment to a Level 1 plan
  • Implement reallocation and savings strategies into what-if scenarios to increase the success of the retirement goal
  • Compare current and recommended scenarios using reports
Self Study Options Cost Time
Acrobat View Video Clip FREE 28 minutes
Flash Download Self-study Guide FREE Self-paced

Instructor Led Options Cost Time
      Register for a Live, Web-based session Contact us 90 minutes
Flash Register for Classroom training Contact us 1-2 days

Additional Resources
Flash 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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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.