Videos

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• 
  Training Checklist

  Topics Covered:

  • As a new user, use this checklist to get a suggested viewing order.
• 
  Introduction to NaviPlan

  Topics Covered:

  • An overview of NaviPlan functionality for new users.
  • The different planning levels available in NaviPlan.
  • How to access reports and analyze goals in the application.
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  Getting Started with NaviPlan

  Topics Covered:

  • The basic tools and components available in NaviPlan.
  • Accessing system settings, Help & Resources, and Pre-Meeting Questionnaires.
  • Adding a new client file.
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  Defining Asset Allocation

  Topics Covered:

  • Determining your clients’ investor profile.
  • Establishing your clients' risk tolerance.
  • Creating the optimal portfolio balance.
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  Using Standalone Reports

  Topics Covered:

  • Using standalone reports to ensure the accuracy of your data.
  • An overview of the different report categories available.
• 
  Using Client Reports

  Topics Covered:

  • Creating personalized Client Reports.
  • Adding and reordering client report content.
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  Streamlining Report Creation with Client Templates

  Topics Covered:

  • Building and saving Client report templates.
• 
  Analysing Goals with Scenario Manager

  Topics Covered:

  • Using planning strategies to create a recommended scenario.
  • Comparing the clients’ current plan with your recommended scenarios.
• 
  Navigating the Help System

  Topics Covered:

  • An overview of the main components of the NaviPlan Help system
• 
  Entering Accounts

  Topics Covered:

  • Assigning asset class weightings to clients' accounts.
  • Adding holdings to accounts.
  • Establishing savings strategies, return rates, account fees, and investment activity.
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  Entering Assets and Liabilities

  Topics Covered:

  • Entering clients' lifestyle assets and liabilities.
  • Linking assets and liabilities.
  • Viewing liability schedules and verifying account figures.
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  Establishing Cash Flow

  Topics Covered:

  • Entering incomes, defined benefit pensions.
  • Establishing fixed and discretionary expenses.
  • Adding surplus expenses.
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  Entering Annuities

  Topics Covered:

  • Entering guaranteed withdrawal benefit plans.
  • Establishing payout options and reset features.
  • Modelling existing annuity payouts or future annuity purchases.
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  Modelling the Sale and Purchase of a House

  Topics Covered:

  • Modelling the future sale of an asset, such as a residence.
  • Using proceeds from the sale toward mortgage payoff.
  • Downsizing a residence in Scenario Manager.
• 
  Using Private Corporations in NaviPlan

  Topics Covered:

  • Private Corporations’ effects on personal planning.
  • Establishing share structure, historical data, fund transfers, and dividend distributions for private corporations.
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  Setting a Retirement Goal

  Topics Covered:

  • Setting the retirement time horizon.
  • Entering retirement period incomes and expenses.
  • Establishing asset liquidation order.
• 
  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.
• 
  Entering Existing Insurance

  Topics Covered:

  • Entering life insurance, disability, and long-term care insurance policies that your clients currently hold.
  • Adding an Irrevocable Life Insurance Trust.
• 
  Setting a Survivor Income Goal

  Topics Covered:

  • Differences between the Goal and Expense Analysis and the Income Coverage Analysis methods.
  • A review of the data needed to determine simple or detailed survivor income needs.
• 
  NaviPlan Leads Overview

  Topics Covered:

  • What website visitors see when using NaviPlan Leads.
  • How NaviPlan Leads calls website visitors to action.
  • Ideas for using NaviPlan Leads to promote yourself online.
• 
  Using the Forecaster Assessment

  Topics Covered:

  • Setting up a new Forecaster Assessment.
  • Entering financial goals and savings.
  • Determining goal coverage.
  • Creating Forecaster reports.
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  Forecaster Assessment: Analysing Retirement

  Topics Covered:

  • Setting clients' retirement ages.
  • Entering start dates for retirement benefits.
  • Setting retirement income objectives.
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  Forecaster Assessment: Analysing Education

  Topics Covered:

  • Determining tuition costs.
  • Calculating education objectives.
  • Entering education savings.
  • Viewing current goal coverage results.
• 
  Forecaster Assessment: Analysing Disability Income

  Topics Covered:

  • Estimating clients' needs in case of a long-term disability.
  • Entering existing disability insurance policies.
  • Viewing current goal coverage results.
• 
  Using the Life Insurance Quick Assessment

  Topics Covered:

  • Selling more life insurance by minimizing data entry.
  • Providing a rapid calculation for how much life insurance your clients need.
• 
  Tour of the Presentation Module

  Topics Covered:

  • Using Presentation Module to stimulate client discussion.
  • Educating clients through collaborative data entry.
  • Toggling between presentation and planning views in NaviPlan.
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  Creating a New Client in the Presentation Module

  Topics Covered:

  • An overview of how to create a new or load an existing client case in the Presentation Module.
• 
  Presentation Module: Cash Flow Planning Presentation

  Topics Covered:

  • Strategies to start the conversation of assessing clients' cash flow and net worth situations.
  • Using the presentation as a launching point for further goal analysis.
• 
  Using User-defined Text

  Topics Covered:

  • In this session you will learn how to use the User-defined Test section of NaviPlan to add in Objectives, Recommendations and Action Plan items into reports.
• 
  Creating a Progress Plan

  Topics Covered:

  • In this session you will learn how to use progress plans to show your clients their progress towards their goals over time.
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  Organizing Your Plan List

  Topics Covered:

  • In this session you will learn the difference between Plan and engagements and how to utilize NaviPlan’s engagements to organize Plan.
• 
  Onboarding a Client using the Financial Profile Fact Finder

  Topics Covered:

  • An overview of the workflow from start to finish of creating a new client using the Financial Profile fact finder.