Register now

The Start Planning module is a single module that covers the following topics:

• Creating a client file
• Creating and analyzing the current financial situation
• Determining an appropriate asset allocation mix
• Implementing and presenting a recommended plan

Complete the Start Planning module free of charge! Please note that all Core and Elective modules cost $50 USD each.

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!