To better assist every partner in their use of NaviPlan, we are happy to announce that we have launched a brand-new course to ensure you receive the training that fits your needs. As of now, you can choose between two different learning experiences: Guided or Self-directed Learning. So, whether you are new to NaviPlan and financial planning software or already have some experience under your belt, you can find a course that is right for you.
The eTraining: Guided Learning course, which was in our existing course offering, contains step-by-step instructions and interactive activities. It is designed for learners who are new to financial planning software. Through its five distinct modules, you will acquire detailed foundational knowledge to leverage the NaviPlan platform.
The eTraining: Self-directed Learning course, our brand-new addition to the eTraining Classroom, takes an in-depth look at NaviPlan features and functionalities. This course is perfectly suited for more experienced software users who are comfortable navigating through NaviPlan. Its seven modules will help you understand all the features you will need to create customized plans for your clients, from client basics to more advanced planning options. You will also have the opportunity to create a sample plan throughout the modules and to test your newly acquired knowledge at the very end of the course.
Both courses, available in English and French, are free for all current NaviPlan users and can be accessed from any computer at any time, allowing you to train at your own pace.
Click here to learn more and sign up for the eTraining course that is right for you!