Knowledge for NaviPlan

Get more out of your NaviPlan investment

EISI and Greene Consulting, the leading provider of online learning, have developed a competency-based training program for NaviPlan Standard (current version) users called Knowledge for NaviPlan.

Knowledge for NaviPlan

Knowledge for NaviPlan is a Skillmark^® e-Learning program created by Green Consulting.

The complete program is six interactive, Web-based courses that teach practical financial planning concepts within the NaviPlan Standard framework.

Although distinct from EISI’s own training program, Knowledge for NaviPlan builds on the same concepts to map traditional financial planning practices to the features in the software. Where EISI’s training program is functionality-driven, Knowledge for NaviPlan is practice-driven. At the conclusion of each course, participants are tested for certification.

Learn more about Knowledge for NaviPlan.