Knowledge for NaviPlan
In our alliance with EISI, developer of NaviPlan financial planning software, Greene Consulting has developed the first comprehensive training curriculum mapped directly to the functionality of a specific financial planning software. The Knowledge for NaviPlan program is a competency-based training program designed to provide training and support for financial professionals who use NaviPlan. The training, which is mapped to NaviPlan Standard version 8.0, integrates screenshots and functionality with financial planning concepts and best practices in sales and client management.
The courses build on EISI's user training by ensuring participants have the requisite financial planning knowledge required to engage clients in the planning process. Because the courses are directly mapped to only those planning topics addressed within NaviPlan, participants receive the exact amount of training they require - no more, no less. By referencing NaviPlan screen shots and functionality, the training provides greater context on how each planning topic is addressed within the software. At the conclusion of each course, participants are tested for certification, providing assurances that a participant has retained the knowledge.
Users of NaviPlan
The program is comprised of six interactive Web-based training courses and delivers practical financial planning concepts within the framework of the software tool that supports the financial planning process.