NaviPlan Standard Training & Support
Core module:
Retirement goal analysis
This module will enable you to
Define your clients’ retirement needs and perform a retirement goal analysis
- Identify retirement goal assumptions
- Define your client’s asset allocation objective
- Define the method used to calculated retirement expenses
- Model fixed and discretionary retirement expenses
- Establish retirement income sources
- Allocate assets to the retirement goal
- Verify the accuracy of your data entry with standalone reports
- Create and compare alternate retirement goal scenarios
- Evaluate relevant output pages in client report to assess goal achievement
| 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. |
