NaviPlan Standard Training & Support
Core module:
Net worth
This module will enable you to
Capture your clients’ current net worth position
- Enter new and existing lifestyle and real estate assets
- Examine the cash flow implications of selling a home
- Enter existing and future liabilities
- Calculate your clients’ mortgage based on payment, balance or amortization
- Construct strategies for your clients’ liabilities
- Model detailed investment accounts and holdings
- Analyze your clients’ net worth position using related reports
| 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 | 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.
