NaviPlan Standard v11.2.0.9 - USA

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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
View Video Clip	FREE	28 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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Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Net worth module : : Cash flow module : : Accumulation goals module : : Asset allocation module : : Retirement goal analysis module -------------------------------- Elective Modules : : Retirement distribution planning module : : Protection planning module : : Estate objectives and testamentary trusts module : : Gifting, ILIT’s and bequests module : : Monte Carlo Sensitivity Analysis module

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.