For learners who are new to financial planning software, we offer step-by-step instruction in our Guided Learning course. For experienced individuals that are comfortable navigating NaviPlan, our Self-directed Learning course takes an in-depth look at NaviPlan features and functionality. Access these free courses by registering for eTraining below.
This curriculum provides an in-depth introduction to NaviPlan including how to navigate the interface, enter data, and utilize the robust planning capabilities. Learners will be guided through the most important basics of creating both a Forecaster and Level 2 plan. Learners may want to continue their learning with eTraining: Self-directed Learning upon completion.
This curriculum includes:
This curriculum is ideal for learners who:
This comprehensive overview dives into numerous planning topics and provides suggestions to get the most out of NaviPlan. The course is completed at the learner’s pace, and it provides an opportunity to build a sample client in NaviPlan.
This curriculum includes:
This curriculum is ideal for learners who: