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Choose from these 6 Core modules to expand your skill-set (click for module descriptions).

1. Incomes & Expenses module
2. Assets & Liabilities module
3. Retirement Goal Analysis module
4. Asset Allocation module
5. Client Reports module
6. Life Insurance module

Each Core module costs $50 USD, which provides you with unlimited access to the module(s) you purchase for one year.

Registration Form - NaviPlan Standard - Live Web-Based Training

Participating in your sessions

Sessions are delivered via Webex, which is a free, online training platform.

Earn CFP Board-approved Continuing Education credits

Instructor-led training sessions such as this can help you meet your Technology Continuing Education credit requirement. Get the details, and start earning CE credits!