NaviPlan Standard Training & Support
Start Planning
Objectives
• Create a client file
• Model and analyze clients’ current financial situation
• Determine an appropriate asset allocation mix
• Implement planning strategies
• Present the recommended plan to the clients
| Self Study Options | Cost | Time |
View Video Clip |
FREE | 28 minutes |
 Download Self-study Guide |
FREE | Self-paced |
| Instructor Led Options | Cost | Time |
| Register for a Live, Web-based session |
FREE | 90 minutes |
| Register for Classroom training |
Contact us | 1-2 days |
