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The layout and design of the NAPA 401(k) Practice Builder was very easy to use. The way it teaches is perfect. The ‘learning checks’ in the middle of the modules were very helpful. This is WAY better than most online courses. I actually learned something, and most importantly, it was taught in a way that will stick with me.
NAPA 401(k) Practice Builder is intuitive, easy to follow, well thought out and very comprehensive. The information provided ondeveloping a service model, the Investment Policy Statement, and retirement plan committee formation was great, and something I will draw on as we sharpen our firm’s materials and our fiduciary process. I would absolutely recommend the training to an advisor who is new to 401(k) plan sales.
Suffice it to say I am impressed with the NAPA 401(k) Practice Builder educational program. I would have benefited from something like this when I was starting in the plan business. Navigating through the modules was easy. I felt the content was well thought out and specific yet it did not dive too deep into the more complicated topics. My overall impression is this is a valuable tool that the industry should utilize while introducing new advisors to the world of working with retirement plans. Well Done!!