Build powerful financial plans in less time

The complete NaviPlan training program includes 3 courses that are available in 4 formats. Course material covered in each format is exactly the same, so you can experiment until you find a method that works for you.

Fundamentals course: introduces you to fundamental navigation elements, planning features, and data entry.

Intermediate course: teaches you how and when to promote plans to the next level, and familiarizes users with the planning features at that stage.

Advanced course: provides the information required to master the complete functionality of the application.