NaviPlan Extended Windows-based
Training & Support
Reference Guides
Reference these user guides for instruction on how to perform a variety of tasks using NaviPlan (e.g. how to enter an asset). No previous knowledge of NaviPlan is required.
NaviPlan Extended Reference Guides
Installation/Quickstart Guide (PDF 350 K)
This guide will help you install NaviPlan. Keep it handy for easy reference.
Basic Features Guide (PDF 1.40 MB)
Cover the basics. The Basic Features Guide teaches new users how to start using NaviPlan Extended and perform basic tasks.
Advanced Features Guide (PDF 3.03 MB)
Explore all of the functions. Once you’ve covered the basics, use the Advanced Features Guide to learn about all the planning features in NaviPlan Extended.
Fact Finder (PDF 322 K)
Fact Finders are data entry sheets that provide a road map for collecting and recording the data that is required in a financial plan. Use this data-entry sheet to engage new clients at the information-gathering stage.
