NaviPlan Standard Training & Support
Core module:
Cash flow
This module will enable you to
Capture your clients’ current cash flow situation and report on the results
- Enter and modify your clients’ pre-retirement incomes
- Enter social security and pension benefits
- Analyze your clients’ taxes with the Income Tax Summary report
- Verify your clients’ income with cash flow output pages
- Enter and modify your clients’ pre-retirement expenses
- Define the start and end dates of your clients’ income and expenses
- Construct a surplus expense strategy to reduce unrealistic surpluses
- Explore cash flow output pages in client report to assess your clients’ current financial situation
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 21 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session | Contact us | 90 minutes |
| Register for Classroom training | Contact us | 1-2 days |
| Additional Resources |
| 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. |
Please note that self-study training materials are not updated with each new version release when the latest enhancements don't affect the material covered. All of the self-study training materials you see here provide accurate instruction for the current version of the software. For example, the NaviPlan Standard v11.0 training materials you see here are still relevant for v11.2.
