Learning & support

Our world-class support team is here to help you get the most out of NaviPlan, while our robust learning resources help any advisor get up to speed on our industry-leading financial planning software.

Contact support

(888) 692-3474


Support hours

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

Support trusted by world-class financial institutions

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Our robust learning & support resources


Leverage ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the intricate details of the latest technology. That is where our support staff comes in. We are here to answer your every question so that you can remain focused on doing what you do best - providing meaningful financial advice. Here at NaviPlan, we are committed to your success through an easily accessible, world-class support team that is ready to serve your needs.


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 U.S. 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.

NaviPlan Learning Center

The NaviPlan Learning Center offers a robust library of NaviPlan training resources to help advisors make the most of their investment. Users can quickly access documentation covering a variety of planning scenarios from simple to complex.

To access the NaviPlan Learning Center, log-in and click on “Help & Resources” in the top right corner.