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NaviPlan Extended - v10.2.0.9 USA

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NaviPlan Extended Training & Support

Start Planning module

Objectives

This module will enable you to

• Create a client file
• Model and analyze the current financial situation
• Determine an appropriate asset allocation mix
• Implement planning strategies
• Present the recommended plan to the client

Self Study Options	Cost	Time
View Video Clip	FREE	30 minutes
Download Self-study Guide	FREE	Self-paced
Instructor Led Options	Cost	Time
Register for a Live, Web-based session	FREE	90 minutes
Register for Classroom training	Contact us	1-2 days

Choose another module: -------------------------------- Start Planning : : Start Planning -------------------------------- Core Modules : : Assets and liabilities : : Incomes and expenses : : Automatic Cash Flow Management (Deficit Coverage) : : Goal analysis : : Life Insurance : : Client Reports -------------------------------- Elective Modules : : Disability Insurance : : Long-Term Care : : Estate Objectives & Testamentary Trusts : : ILITs, CRTs, FLPs & Bequests : : Stock Options : : Business Entities : : Monte Carlo Sensitivity Analysis