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Continuing Education → Professional Development

NaviPlan: Getting Started (LCI0041)

Naviplan is a comprehensive financial planning software that allow financial professionals to develop detailed financial plans for their clients. This course will introduce you to the NaviPlan software and how to get started making amazing financial plans and client reports.

FP Canada Accreditation: 1.0 Financial Planning Credits

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 Accreditation Number: 5943 CE Credit Type: Professional Development

  • Getting Started with NaviPlan
  • Settings, Help & Resources
  • Adding Client Information
  • Creating a Client Plan
  • User-Defined Text
  • The User-Defined Text Section
  • Entering User-Defined Text
  • Using 'My Quick Picks'
  • Standalone Reports
  • Using Standalone Reports
  • Scenario Manager
  • Analyzing Goals with Scenario Manager
  • Accounts
  • Entering Accounts
  • Assets and Liabilities
  • Entering Assets and Liabilities
  • Cash Flow
  • Establishing Cash Flow
  • Asset Allocation
  • Defining Asset Allocation
  • Setting Financial Goals
  • Setting a Retirement Goal
  • Setting an Education Goal
  • Setting a Survivor Income Goal
  • Annuities
  • Entering Annuities
  • Progress Plans
  • Creating a Progress Plan
  • Next-Gen Reports
  • Adding Custom Content in Next-Gen Reports
  • Final Test
  • NaviPlan: Getting Started Test
Completion rules
  • You must complete the test "NaviPlan: Getting Started Test"
  • Leads to a certification with a duration: Forever