Archive: recorded Live Web-Based Training sessions

The most recent series of NaviPlan Standard Offline – Advanced course – Training Video Clips is currently in production. In the interim, you are invited to view our archive of recorded Live Web-Based Training sessions, which teach the same concepts as the Training Video Clips using NaviPlan Standard Offline version 10.1.

These audio/visual recordings do not require that you install a multimedia player of any kind. Simply click the session you wish to watch. Your screen resolution should be set at 1024 x 768 or higher. These recordings run approximately 60-minutes in length.

If you have trouble playing any of these sessions, try installing the Microsoft (Java) Virtual Machine: http://support.centra.com/jvm.asp

Click for unit descriptions, recordings, and Participant Guide:

Unit 1 – Long-Term care module

Unit 2 – Monte Carlo

Unit 4 – Detailed estate planning

Unit 5 – Client reports

Client file

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

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

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.