Continuing Education → Professional Development

NaviPlan: Getting Started (LCI0041.2)


Description
1.0 IIROC: Professional Development
1.0 MFDA: Professional Development: MFDA Activity Number 1000001558
1.0 Financial Services Regulatory Authority of Ontario: Life or A&S
1.0 Insurance Council of British Columbia: Life or A&S
1.0 Insurance Council of Manitoba: 1.0 Life or A&S (36284)
1.0 Insurance Councils of Saskatchewan: Life or A&S
1.0 FP Canada: Financial Planning (10488)

Naviplan is a comprehensive financial planning software that allows 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.



Note:
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 MFDA CE Activity Cod...: 1000001558 CE Credit Type: Professional Development

Content
  • Introduction
  • Getting Started with Naviplan
  • Client Portal
  • Clients, Plan and Financial Data
  • Active Client
  • Active Plan
  • Entering Financial Data
  • Goals, Results and Workflow
  • Goal Setting
  • Results
  • Workflow
  • NaviPlan tools
  • Quick Actions
  • User Manual
  • Navi Plan User Manual
  • Final Test
  • NaviPlan: Getting Started Test
Completion rules
  • You must complete the test "NaviPlan: Getting Started Test"
  • Leads to a certificate with a duration: Forever