Education
Use these resources to help enter, manage, and present education goal information to your clients.
Videos1
Setting an Education Goal
Topics Covered:
- Searching for tuition costs at a specific college or university.
- Capturing the holistic cost of attendance.
- Allocating accounts toward education objectives.
Functional Documents 1
Education Goal Coverage
Topics Covered:
- How NaviPlan calculates Goal Coverage for education goals.
- How NaviPlan indicates whether the education goal is underfunded or overfunded.