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Choose from these 7 Elective modules to expand your skill-set (click for module descriptions).

1. Accumulation Goals module
2. Advanced retirement features module
3. Disability Insurance module
4. Long-Term Care module
5. Monte Carlo Sensitivity Analysis module
6. Estate Objectives & Testamentary Trusts module
7. Gifting, ILIT's & Bequests module

Each Elective 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!