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NaviPlan Extended Training & Support

Core module:
Assets and liabilities


Objectives

• Model lifestyle and real estate assets
• Model liabilities
• Model financial accounts and holdings
• Explain how asset return rates are calculated
• Review output pages

Self Study Options Cost Time
Acrobat View Video Clip FREE 15 minutes
Flash Hands on exercises FREE Self-paced

Instructor Led Options Cost Time
      Register for a Live, Web-based session Contact us 90 minutes
Flash Register for Classroom training Contact us 1-2 days

Additional Resources
Flash Core Module Case Study
Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning.