NaviPlan Standard Offline Training and Support

Planning to attend the 2010 Technology Tools for Today (T3) Conference in La Jolla, CA? As an EISI customer, you are entitled to a $150 discount on the registration fee.

NaviPlan Dialogs Newsletter Vol. 8 Issue 11 added

Thu, 3 Dec 2009 10:37:16 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 11.

NaviPlan Standard v11.2 Core Modules Case Study

Thu, 1 Oct 2009 13:33:44 CST

Case studies enable you to exercise your planning skills using real-life scenarios. You don’t have to complete the training program to try them out, but they’re excellent tools to reinforce your learning.

NaviPlan Standard v11.2 Start Planning Case Study

Thu, 1 Oct 2009 13:31:14 CST

NaviPlan Dialogs Newsletter Vol. 8 Issue 9 added

Fri, 25 Sep 2009 14:49:58 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 9.

NaviPlan Dialogs Newsletter Vol. 8 Issue 8 added

Mon, 31 Aug 2009 14:19:54 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 8.

NaviPlan Dialogs Newsletter Vol. 8 Issue 7 added

Thu, 30 Jul 2009 14:58:15 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 7.

Power Bundle - Save up to 50%!

Mon, 13 Jul 2009 18:18:48 CST

There will never be a better time to invest in financial planning technology! Find out how you can save 50% on NaviPlan Standard tools and training.

NaviPlan Dialogs Newsletter Vol. 8 Issue 5 added

Tue, 19 May 2009 14:58:15 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 5.

NaviPlan Dialogs Newsletter Vol. 8 Issue 4 added

Mon, 27 Apr 2009 15:28:02 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 4.

NaviPlan Dialogs Newsletter Vol. 8 Issue 3 added

Thu, 26 Mar 2009 12:17:02 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 3.

New Live Web-Based Training sessions added

Fri, 6 Mar 2009 10:05:02 CST

NaviPlan Dialogs Newsletter Vol. 8 Issue 2 added

Fri, 6 Feb 2009 16:27:28 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 8 Issue 2.

NaviPlan Dialogs Newsletter Vol. 7 Issue 12 added

Thu, 4 Dec 2008 17:00:10 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 12.

NaviPlan Dialogs Newsletter Vol. 7 Issue 11 added

Mon, 24 Nov 2008 11:46:04 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 11.

NaviPlan Dialogs Newsletter Vol. 7 Issue 10 added

Mon, 17 Nov 2008 12:10:17 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 10.

v11.2: New Self-study Guides added

Fri, 29 Aug 2008 10:02:57 CST

New Self-study Guides for NaviPlan Standard v11.2 have been added.

NaviPlan Dialogs Newsletter Vol. 7 Issue 9 added

Fri, 29 Aug 2008 10:02:57 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 9.

NaviPlan Dialogs Newsletter Vol. 7 Issue 8 added

Fri, 1 Aug 2008 12:57:19 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 8.

v11.2: New Reference Guides added

Mon, 16 Jun 2008 11:01:47 CST

Reference Guides for NaviPlan Standard v11.2 have been added.

NaviPlan Standard Offline v11.2 Now Available!

Fri, 13 Jun 2008 23:51:09 CST

Visit the NaviPlan Standard Support Site to update to v11.2.

NaviPlan Dialogs Newsletter Vol. 7 Issue 6 added

Fri, 30 May 2008 11:02:51 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 6.

NaviPlan Dialogs Newsletter Vol. 7 Issue 5 added

Fri, 9 May 2008 18:18:15 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 5.

NaviPlan Dialogs Newsletter Vol. 7 Issue 4 added

Thu, 3 Apr 2008 16:25:10 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 4.

NaviPlan Dialogs Newsletter Vol. 7 Issue 3 added

Thu, 6 Mar 2008 16:06:15 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 3.

NaviPlan Dialogs Newsletter Vol. 7 Issue 2 added

Wed, 6 Feb 2008 13:58:19 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 2.

NaviPlan Dialogs Newsletter Vol. 7 Issue 1 added

Wed, 9 Jan 2008 11:25:23 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 7 Issue 1.

NaviPlan Dialogs Newsletter Vol. 6 Issue 12 added

Fri, 30 Nov 2007 16:04:41 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 12.

NaviPlan Dialogs Newsletter Vol. 6 Issue 11 added

Fri, 30 Nov 2007 13:55:13 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 11.

v11 Start Planning Self Study Guide added

Fri, 12 Oct 2007 15:20:19 CST

Cover the theory at your own pace, and then apply and test your knowledge. These electronic guides enable you to read the theory and then apply your skills using exercises at the end of each module.

v11 Start Planning Training Video Clips added

Mon, 1 Oct 2007 11:10:27 CST

Training Video Clips are digital recordings that provide about 20 minutes of audio/visual instruction. Controls enable you to stop and start the clips as required.

NaviPlan Standard Offline v11.0.2.1 Now Available!

Fri, 28 Sep 2007 23:22:21 CST

Visit the NaviPlan Standard Support Site to update to v11.0.2.1.

NaviPlan Dialogs Newsletter Vol. 6 Issue 10 added

Fri, 28 Sep 2007 20:39:47 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 10.

NaviPlan Standard Offline v11 Now Available!

Fri, 07 Sep 2007 23:22:21 CST

Visit the NaviPlan Standard Support Site to update to v11.

NaviPlan Dialogs Newsletter Vol. 6 Issue 9 added

Fri, 07 Sep 2007 11:47:01 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 9.

NaviPlan Dialogs Newsletter Vol. 6 Issue 8 added

Fri, 27 Jul 2007 12:35:32 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 8.

NaviPlan Dialogs Newsletter Vol. 6 Issue 7 added

Wed, 18 Jul 2007 12:35:32 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 7.

NaviPlan Dialogs Newsletter Vol. 6 Issue 4 added

Wed, 4 Apr 2007 10:32:19 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 4.

Get the answers you need with the new EISI Knowledge Base

Tue, 03 Apr 2007 15:31:23 CST

Quickly locate NaviPlan reference materials. No login required – Just enter a keyword or phrase to perform a search, or browse all available resources by product! Visit http://knowledge.eisi.com/

NaviPlan Dialogs Newsletter Vol. 6 Issue 3 added

Wed, 7 Mar 2007 14:02:49 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 3.

NaviPlan Standard v10.2 Fact Finders now available

Fri, 02 Mar 2007 11:12:14 CST

NaviPlan Fact Finders are an easy and convenient way to collect client data. The forms directly correspond to fields in your NaviPlan Standard software. Fact Finders can be completed electronically using Adobe Reader, or printed and completed in hard copy.

Updated NaviPlan Standard Offline Reference Guide

Tue, 27 Feb 2007 09:37:38 CST

Your owner's manual - These 5 reference guides provide detailed instructions for using NaviPlan Standard effectively at every level. General information about navigation, user preferences, and client file management is available in all reference guides.

NaviPlan Standard Offline v10.2 Now Available!

Fri, 16 Feb 2007 22:51:35 CST

Visit the NaviPlan Standard Support Site to update to v10.2.

What's New in NaviPlan Standard v10.2

Thu, 8 Feb 2007 15:18:28 CST

Click here to view the What's New in NaviPlan Standard v10.2 video clip.

NaviPlan Dialogs Newsletter Vol. 6 Issue 2 added

Wed, 31 Jan 2007 11:28:26 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 2.

v10.1.1.1 Advanced Self-Study Guides added

Mon, 8 Jan 2007 10:51:19 CST

Advanced course - Teaches you how and when to use the planning features in Level 3 including detailed estate planning and Monte Carlo sensitivity analysis.

NaviPlan Dialogs Newsletter Vol. 6 Issue 1 added

Fri, 22 Dec 2006 11:56:19 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 6 Issue 1.

v10.1.1.1 Intermediate Self-Study Guides added

Tue, 28 Nov 2006 16:32:10 CST

Intermediate course - Teaches you how and when to use the planning features in Level 2, including detailed accounts/holdings, retirement distribution, probability analysis, and survivor and disability insurance.

NaviPlan Bulletin: Internet Explorer 7 issue

Fri, 24 Nov 2006 17:57:23 CST

EISI is currently addressing an issue that exists when NaviPlan Standard Offline or NaviPlan Extended Offline is installed on the same computer as Microsoft’s recently-released Internet Explorer 7.

v10.1 Advanced Recorded Web-based Sessions added

Fri, 24 Nov 2006 09:22:17 CST

The most recent series of NaviPlan Standard Offline – Advanced course – Training Video Clips is currently in production. In the interim, you are invited to view our archive of recorded Live Web-Based Training sessions, which teach the same concepts as the Training Video Clips using NaviPlan Standard Offline version 10.1.

NaviPlan Dialogs Newsletter Vol. 5 Issue 11 added

Tue, 14 Nov 2006 16:58:04 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 11.

NaviPlan Dialogs Newsletter Vol. 5 Issue 10 added

Tue, 14 Nov 2006 16:50:38 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 10.

v10.1 Intermediate Recorded Web-based Sessions added

Tue, 24 Oct 2006 17:22:27 CST

The most recent series of NaviPlan Standard Offline – Intermediate course – Training Video Clips is currently in production. In the interim, you are invited to view our archive of recorded Live Web-Based Training sessions, which teach the same concepts as the Training Video Clips using NaviPlan Standard Offline version 10.1.

NaviPlan Dialogs Newsletter Vol. 5 Issue 9 added

Thu, 31 Aug 2006 14:09:34 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 9.

NaviPlan Standard Offline v10.1.1 Now Available

Sat, 26 Aug 2006 01:18:20 CST

Click here to upgrade now.

NaviPlan Dialogs Newsletter Vol. 5 Issue 8 added

Wed, 2 Aug 2006 10:44:48 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 8.

NaviPlan Dialogs Newsletter Vol. 5 Issue 7 added

Fri, 7 Jul 2006 10:43:22 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 7.

NaviPlan Dialogs Newsletter Vol. 5 Issue 6 added

Wed, 21 Jun 2006 15:52:19 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 6.

NaviPlan Standard Offline v10.1 Now Available

Thu, 18 May 2006 01:38:56 CST

Click here to upgrade now.

NaviPlan Dialogs Newsletter Vol. 5 Issue 5 added

Tue, 2 May 2006 11:48:27 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 5.

NaviPlan Dialogs Newsletter Vol. 5 Issue 4 added

Mon, 17 Apr 2006 11:33:56 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 4.

v10.0 Intermediate Self-Study Guide added

Fri, 17 Mar 2006 09:15:44 CST

Study independently - The Intermediate Self-Study Guide is broken down into chapters, and each chapter concludes with exercises and quizzes

Click here to download the NaviPlan Standard Offline Intermediate Self-Study Guide.

NaviPlan Dialogs Newsletter Vol. 5 Issue 3 added

Thu, 16 Mar 2006 10:31:16 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 3.

Data Collection Forms now available

Fri, 24 Feb 2006 15:17:38 CST

NaviPlan Fact Finders are an easy and convenient way to collect client data. The forms directly correspond to fields in your NaviPlan Standard software, specifically the Financial Assessment, Level 1, and the Ibbotson asset allocation module (if applicable).

Click here to download the NaviPlan Standard Offline Fact Finders.

v10.0 Intermediate Training Video Clips

Tue, 21 Feb 2006 17:25:11 CST

The most recent series of NaviPlan Standard Offline – Intermediate course – Training Video Clips is currently in production. In the interim, you are invited to view our archive of recorded Live, Web-Based Training sessions, which teach the same concepts as the Training Video Clips using NaviPlan Standard Offline version 10.

Click here to view the NaviPlan Standard Offline Intermediate Course Training Video Clips.

Tax table updates and changes for NASD and SEC regulations available in v10 patch

Thu, 9 Feb 2006 19:22:44 CST

NaviPlan Standard Offline version 10.0.1.1 (NPS Offline v10.0.1.1) is a major software upgrade that enhances the usability of your NaviPlan software. The version 10 patch is included in this upgrade.

Click here to install the NaviPlan Standard Offline Version 10 patch (10.0.1.1).

NaviPlan Dialogs Newsletter Vol. 5 Issue 2 added

Mon, 6 Feb 2006 11:55:02 CST

Click here to view the NaviPlan Dialogs Newsletter Vol. 5 Issue 2.

Updated v10.0 Fundamentals Training Video Clips

Fri, 3 Feb 2006 15:02:30 CST

Complete your training program using Training Video Clips; simply pick a session, and press play.

Training Video Clips are designed to give you the most relevant information in the shortest amount of time.

Each clip provides about 20 minutes of audio and visual instruction that you can observe on your computer.

Click here to view the NaviPlan Standard Offline Fundamentals Course Training Video Clips.

Updated NaviPlan Standard Offline Reference Guide

Fri, 3 Feb 2006 13:57:53 CST

The NaviPlan Standard Offline – Reference Guide is your owner's manual. It provides detailed descriptions of the functionality, and explains the procedures in order to achieve desired results.

Click here to view the NaviPlan Standard Offline Reference Guide.

Updated Getting Started Guide

Fri, 3 Feb 2006 12:19:42 CST

Print a copy of the Getting Started Guide to learn the basics of NaviPlan Standard in three easy steps:

Set up a new client
Enter financial data and generate reports
Experiment with 'What-if' scenarios

Click here to view the NaviPlan Standard Offline Getting Started Guide.