Self Study Guides

Unit 1 – Long-Term care module - Advanced – Self Study Guide (PDF 537 K)

Unit 2 – Monte Carlo module - Advanced – Self Study Guide (PDF 525 K)

Unit 3 – Basic estate planning module - Advanced – Self Study Guide
(PDF 854 K)

Unit 4 - Detailed estate planning module - Advanced – Self Study Guide
(PDF 976 K)

Unit 5 –Client reports modules - Advanced – Self Study Guide (PDF 801 K)

Client file

To do the exercises in the Self Study Guide/Participant Guide, install this client file, and use the plan in Engagement 3 as a starting point. Check your answers using Engagement 2.

NaviPlan Standard Offline Answer Key - Nick & Lisa Brown
(NPS client file 10.4 MB)

TO USE CLIENT FILES : Click it; save it to the folder C:\Program Files\EISI\NaviPlan\Data; launch NaviPlan Standard Offline, and then open the client file named “Brown, Nick and Lisa” from the Select Client page.

Training Video Clips

Each chapter in the Self Study Guide directly corresponds with the Advanced Training Video Clips. Use both mediums together to enhance your learning. Watch the Fundamentals Training Video Clips.

Assessment

Taking an assessment for this course is a free, optional service to help you determine whether you have grasped key concepts. Assessments are 25 questions that can be completed in less than an hour. Find out more about assessments.