Financial Navigator, Inc.
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Advanced Training

Advanced Training

Advanced training classes provide experienced Navigator users with a better understanding of how FNI software can be most effectively used in specific applications (e.g. managing family offices, accounting for partnerships etc.). The classes also teach high-level productivity skills.

Contact Customer Service (1-800-468-3636 x2050) to register.

Students taking the Advanced class often have very specific needs and questions relative to Navigator, so the financial professionals who teach the one-day classes tailor the material to each student's particular areas of interest.

The Advanced class is divided into 12 topics: six deal with specific applications of Navigator and six cover advanced productivity techniques.

  • Instruction - One day covering 12 advanced topics.
  • Computer Rental - A PC running NAVIGATOR under Windows 98, 2000, ME, or XP.
  • Workbook/Tutorial - A free, two-volume workbook/tutorial that acts as a reference during class and reinforces learning long after the class ends.
  • Accounting Credit - Students who take the advanced training class are eligible to receive CPE credits.
  • Prerequisite - Basic/Intermediate Training.


Advanced Topics

Managing a Family Office with Navigator
Small Business and Nonprofit Accounting
Leading-Edge Partnership Accounting
Managing Trusts and Estates with Navigator
Advanced Topics in Portfolio Management
Advanced Reporting Techniques
Tips for Speed and Accuracy
Creating Effective Charts and Graphs
Running Navigator on a Network
Remote Computing with Navigator
Introduction to the Internet
Getting the Help You Need

If you would like more detailed information about what is covered in Advanced training classes, please call us, or e-mail us at training@finnav.com.

Sixteen CPE credits will be awarded for this Group-Live course. For more information regarding administrative policies such as complaint and refund, please contact our office at 1-800-468-3636.

Financial Navigator, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the:

National Registry of CPE Sponsors
150 Fourth Avenue North
Suite 700
Nashville, TN, 37219-2417
http://www.nasba.org