Training & education

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.

We recognize that you have unique needs for your business.

Our training packages focus on:

  1. Strategic implementation – A designated project manager works with you to develop a strategy for implementation and product configuration based on your practice. Working together through all phases of the setup process helps ensure future success and can get you up and running in as little as one week.
  2. Virtual lab training – Virtual lab classroom and webinar sessions are interactive ways for our expert product trainers to equip you with best practices for using our technology. These online options are instructor-led to maximize your learning through direct instruction, demonstrations and interaction with other participants.
  3. Continuous education – Our applications offer a Learning Center full of videos, instructional guides and functional documents that allow you to further engage with the newest product features and benefits. Available to all Advicent partners, this free tool is updated regularly to help you stay on top of the latest features so that you can better serve your clients. We also offer free Take Action Webinars to all partners.
  4. Ongoing support - Our goal is to help you drive results with our tools from the time you start your training throughout our partnership. Our dedicated Partner Support team is available to you Monday – Friday to answer those “How do I..?” questions and assist with any other technical or functional inquires you may have. Our case tracking system keeps you up to date until an issue is resolved to ensure your best overall support experience.

For more information, visit our support page.

NaviPlan
NaviPlan

Getting started with NaviPlan:

Setup, activation, and hands-on training

  • System activation
  • Basic branding (logo, footer, disclaimer text)
  • Hands-on virtual training (includes booklet and step-by-step instructions)

Mastering NaviPlan:

Getting started package and personalized consulting

  • Getting started package
  • One-on-one custom consulting sessions on your preferred topic

Advanced case analysis & skills development

Our product experts are ready to guide you in a fully personalized Q&A session with a real-life case on which you are working. This session is ideal for when you want to troubleshoot a roadblock, interpret and explain reports, create stunning client presentations, find new ways to grow and retain business, or dive deep into functionality and best practices.

For more information and pricing, email training@advicent.com for available sessions.

Take Action Webinars

Our Take Action Webinars empower you to optimize your financial planning strategy with Advicent technology. These webinars will arm you with tools to leverage our product suite in new ways throughout the client journey.

For more information, visit our webinars page.

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