Training & support

Call or email our partner support team for assistance using your NaviPlan tools

(888) 692-3474

Support hours

Monday - Friday: 8:30 AM - 5:00 PM CST

Our robust learning & support resources

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our tools the way that best fits your business, but support does not stop with training – we will be there to answer questions and teach you best practices for continued success. Here at NaviPlan, we are committed to your success through implementation and beyond.

NaviPlan eLearning

Engaging, comprehensive NaviPlan training

The eTraining Classroom is the new home for essential NaviPlan® training. Get up and running quickly through a series of interactive courses designed to teach you the most essential pieces of NaviPlan.

Courses can be accessed from any computer at any time, allowing you to train at your own pace. The platform features engaging exercises and videos and is free for all current Canadian non-enterprise NaviPlan users.

Register for the eTraining Classroom

Note: If you have already registered for the eTraining Classroom and lost your login link, please contact support.