Industry-leading software.
Incomparable service.
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Training & Support

Training options

Build powerful plans in less time

Each NaviPlan and Profiles product is supported by a flexible, modular training program.

Modules are available in four learning methods, which are divided into self-study and instructor-led options so that you have the freedom to experiment until you find the method that best suits your learning style.

Start Planning Module

This single module takes a straightforward approach to teaching new users how to review a client’s current situation and create a basic plan from start to finish.

Core Modules

Core Modules provide users with a fundamental understanding of traditional planning features so that they can add detail to client plans.

Elective Modules

Elective Modules cover more specialized topics so that users can address unique client cases.

Support.eisi.com

Support.eisi.com is the one-stop Web site for NaviPlan and Profiles users that conveniently groups all available training, support, and update resources by product.

Go to support.eisi.com