NaviPlan Extended Training & Support
Getting Started Information
Getting Started Guide
Print a copy of the Getting Started Guide to learn the basics of NaviPlan Extended in three easy steps
- Set up a new client
- Enter financial data and generate reports
- Experiment with 'What-if' scenarios
NaviPlan
Extended – Getting Started Guide (PDF 556 K)
Help Video Clips
These short stand-alone video clips offer step-by-step instruction on how to use the planning features in NaviPlan Extended.
Deficit Coverage: Understanding NaviPlan’s automatic redemption strategy
The Cash Flow Assistant: How to get more from the numbers
Monte Carlo Sensitivity Analysis
Commonly used reports & graphs
Performing an automatic asset reallocation strategy
Converting stock options into cash
Engaging clients with calculators
Implementing an estate planning scenario
Types of estate planning scenarios
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Help Video Clips require that you have/download the free Macromedia Shockwave FlashPlayer, allows you to watch the clips online. |
Set your screen resolution at 1024 x 768 or higher. To do this, go to the Windows Start menu -Settings - Control Panel; open Display, and then click on the Settings tab.
System Requirements
Microsoft Internet Explorer 6.0
Macromedia Flash Player 6
450 MHz Intel Pentium II processor (or equivalent) and later
128MB RAM
Screen Resolution 1024 x 768
