NaviPlan Standard Training & Support
Core module:
Asset allocation
This module will enable you to
Assess your clients’ risk tolerance and determine an appropriate asset allocation mix
- Enter accounts in an Asset Allocation Assessment to capture the current asset allocation mix
- Assess your clients’ risk tolerance
- Compare the current asset mix to the suggested asset mix with the Asset Allocation report
- Promote the Asset Allocation Assessment to a Level 3 Plan
- Modify suggested asset mix details for the retirement goal
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 18 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
$50 USD | 90 minutes |
| Register for Classroom training |
Contact us | 1-2 days |
