Learn it all in a day

Benefit from working with a NaviPlan Training Specialist in a classroom environment. Get a hands-on experience, and immediately apply your knowledge to the software.

	Fundamentals course Introduces you to NaviPlan and teaches you basic navigation. Learn how to quickly engage clients with the Financial Assessment. Learn how and when to use calculators and the planning features in Level 1.
	Intermediate course Teaches you how and when to use the planning features in Level 2, including detailed accounts/holdings, retirement distribution, probability analysis, and survivor and disability insurance. PREREQUISITE: Fundamentals Assessment Session
	Advanced course Teaches you how and when to use the planning features in Level 3 including detailed estate planning and Monte Carlo sensitivity analysis. PREREQUISITE: Intermediate Assessment Session

*Assessments ensure that you have grasped key concepts and will be comfortable in the next course level. Score at least 60% on your assessment, and move on to the next course. Find out more about assessments.

Although we recommend beginning with the Fundamentals course, it is not mandatory. To find out if either the Intermediate or Advanced course is the best starting point for you, do the assessment for the preceding course.