eTraining

The eTraining Classroom is the home for essential NaviPlan® training. Go from beginner to expert with interactive courses designed to maximize your knowledge of the application. Choose between two different styles of training experience: Guided or Self-directed Learning.

The eTraining: Guided Learning course, which contains step-by-step instructions and interactive activities, is designed for learners who are new to financial planning software.

The eTraining: Self-directed Learning course takes an in-depth look at NaviPlan features and functionalities. This course is perfectly suited for more experienced software users who are comfortable navigating through NaviPlan.

Both courses are free for all current NaviPlan users and can be accessed from any computer at any time, allowing you to train at your own pace.

For access to eTraining, please contact our support team at planningsupport@investcloud.com to sign up

Already registered?

Sign in