Training Video Clips

Session 1 - Introduction (SWF 39.9 MB)

Session 2 - Initial tour and client file creation (SWF 13.3 MB)

Session 3 - Calculators (SWF 25.4 MB)

Session 4 – Financial Assessment (SWF 20.0 MB)

Session 5 - Getting started (SWF 21.1 MB)

Session 6 - Financial Picture (SWF 29.6 MB)

Session 7 - Goals (SWF 25.7 MB)

Session 8 - Analysis (SWF 25.7 MB)

Session 9 - Client reports (SWF 25.7 MB)

Session 10 - Next steps (SWF 25.7 MB)

Training Video Clips require that you have/download the free Macromedia Shockwave FlashPlayer, allows you to watch the clips online.

Set your screen resolution at 1024 x 768 or higher. To do this, go to the Windows Start menu -Settings - Control Panel; open Display, and then click on the Settings tab.

System Requirements
Microsoft Internet Explorer 6.0
Macromedia Flash Player 6
450 MHz Intel Pentium II processor (or equivalent) and later
128MB RAM
Screen Resolution 1024 x 768

Self Study Guide & client file

Each Training Video Clip directly corresponds with a chapter in the Fundamentals Self Study Guide. In doing the exercises in the Self Study Guide, you will create a client file. To check your work, install this completed client file:

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.