Self Study Guides

Unit 1 – Assumptions & Asset Allocation Module - Intermediate – Self Study Guide (PDF 541 K)

Unit 2 – Net worth Module - Intermediate – Self Study Guide (PDF 626 K)

Unit 3 – Cash flow Module - Intermediate – Self Study Guide (PDF 455 K)

Unit 4 - Retirement Distribution Module - Intermediate – Self Study Guide
(PDF 773 K)

Unit 5 – Life insurance Modules - Intermediate – Self Study Guide (PDF 669 K)

Unit 6 – Disability Insurance Modules - Intermediate – Self Study Guide
(PDF 626 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 Intermediate Training Video Clips. Use both mediums together to enhance your learning. Watch the Intermediate 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.