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 |
FREE | 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. | ||
