eTraining: Self-directed Learning

eTraining: Self-directed Learning

Estimated Time to Complete: 5-8 hours

This comprehensive overview dives into numerous planning topics and provides suggestions to get the most out of NaviPlan. The course is completed at the learner’s pace, and it provides an opportunity to build a sample client in NaviPlan.

This curriculum includes:

  •        A self-paced, flexible course broken into 7 modules
  •        High level overviews of all features of NaviPlan
  •         A wide spectrum of information from client basics to advanced planning topics
  •         A Plan Creation Guide that coaches learners in create a sample plan in NaviPlans
  •         A comprehensive quiz

This curriculum is ideal for learners who are:

  •        Experienced with financial planning software
  •        Seek to refresh their NaviPlan knowledge
  •        Comfortable with basic navigation in NaviPlan
  •        Seeking flexible instruction

Curriculum content

    • Lesson eTraining: Self-directed learning