NaviPlan Standard Training & Support
NaviPlan Continuing Education credits
Earn Continuing Education credits with NaviPlan training
CERTIFIED FINANCIAL PLANNER® professionals are required by the Certified Financial Planner Board of Standards (CFP Board) to complete 30 hours of continuing education (CE) each reporting period in order to maintain a high competency standard.
Emerging Information Systems Inc., developer of NaviPlan financial planning software, has registered a number of NaviPlan courses with the CFP Board to help you meet this requirement.
NaviPlan instructor-led training options
Take NaviPlan courses using either of the two instructor-led training options (Live Web-Based Training and In-Person Training), and then collect your CE credits.
To find out which of the NaviPlan courses are currently registered with the CFP Board, view the CFP Board CE Sponsor Listing for NaviPlan, or contact a NaviPlan Training Specialist:
- (888) 692-3474 option 5
- training@eisi.com
Register for NaviPlan training
Visit the Training Program web page for your NaviPlan software to get the latest course registration information.
