Educating the advisors of tomorrow

Advicent, the provider of NaviPlan, is the financial planning technology partner of choice for over 140,000 financial professionals across over 4,000 firms worldwide. The NaviPlan University Program is designed to allow students of CFP^® certified university financial planning programs access to one of the industry’s most widely used financial planning tools at no cost.

Please fill out the form below for more information on how the NaviPlan University Program can benefit your institution and students.

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NaviPlan University Program certification highlights

Participants of the NaviPlan University Program are able to obtain an optional NaviPlan certification through additional comprehensive NaviPlan training. The self-guided materials for the certification are designed to allow this impactful program to integrate seamlessly with your curriculum. Students will complete the Certification Program through an engaging, interactive e-learning course, broken into eight modules that include:

Tutorials

Interactive
case studies

Module quizzes

Comprehensive
final exam

Certification Program FAQs

Why complete a NaviPlan certification?

With completion of the program, students will gain a valuable knowledge certification showing proficiency in one of the industry’s most widely used financial planning tools, giving them a leg up on competing candidates in the job market.

What is the NaviPlan certification?

The NaviPlan certification is presented to students in the NaviPlan University Program who complete an additional set of self-guided, online training courses geared towards specific functionality in NaviPlan. Following the completion of these training courses, students will take quizzes to ensure comprehension and have the option of presenting their experience in the form of a case study. To earn the NaviPlan Certification, students will complete a final online assessment.

How is the NaviPlan Certification Program incorporated into a school’s financial planning curriculum?

Materials used in the NaviPlan University Program are designed to seamlessly integrate with a professor or program’s current curriculum. Student self-guided study materials allow universities to offer the NaviPlan Certification Program with little additional effort

Which schools are eligible to participate in the NaviPlan University Program?

Any college or university who offers a financial planning degree certified by the Certified Financial Planning (CFP^®) Board is eligible to participate.

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