Getting Started Guide
Print a copy of the Getting Started Guide
to learn the basics of NaviPlan Standard in three
easy steps:
- Set up a new client
- Enter financial data and generate reports
- Experiment with 'What-if' scenarios
 NaviPlan
Standard Offline – Getting
Started Guide (PDF 676 K)
Help Video Clips
These short stand-alone video clips offer step-by-step instruction on how to use the planning features in NaviPlan Standard.
 New in Version 10.2 (SWF 11.4 MB)
Creating your first client file (SWF 7.2 MB)
The Financial Assessment: Why use it? (SWF 9.5 MB)
The Navigation bar: How to use it to simplify your plan creation (SWF 8.9 MB)
Getting more detail: Generating reports and graphs (SWF 5.6 MB)
The Planning Assistant: How it will save you time (SWF 6.6 MB)
Keeping track of your personal notes (SWF 3.5 MB)
How to move plan information to the next level (SWF 2.9 MB)
Producing and printing your first client report (SWF 7.0 MB)
Effects of midyear account values (accrued income) (SWF 7.0 MB)
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Help Video
Clips require
that you
have/download
the free Macromedia
Shockwave
FlashPlayer,
allows you
to watch
the clips
online. |
Set your screen resolution at 1024 x 768 or higher. To do this, go to the Windows Start menu -Settings - Control Panel; open Display, and then click on the Settings tab.
System Requirements
Microsoft Internet Explorer 6.0
Macromedia Flash Player 6
450 MHz Intel Pentium II processor (or equivalent) and later
128MB RAM
Screen Resolution 1024 x 768
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