Training & support

Contact support

(888) 692-3474


Support hours

Monday - Thursday: 7:30 AM - 6:00 PM CST
Friday: 7:30 AM - 5:00 PM CST

Our robust training & 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 Advicent, 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 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

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.

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