SUPPORT

XPLAN Training

We offer a wide range of training and consulting services to assist clients in getting the most out of the XPLAN software for their business. XPLAN training is delivered as Implementation or Workshop sessions.


To find out more about any of the following XPLAN training services, please email us.

 

Implementation Training

When you purchase XPLAN, an Account Executive (AE) is assigned to your business. The AE works with you to create an Implementation Schedule (project plan) to fully incorporate XPLAN into your business.

The implementation process includes training the staff members who will be responsible for maintaining and administering the software. The AE will also conduct a ‘Needs Analysis’ to determine the training needs of all staff in the business. The AE will co-ordinate training dates, venues and develop agendas relevant to your business.

Workshop Training

Workshop sessions are conducted regularly and are aimed at existing users needing a refresher. These workshops comprise;comprehensive training on particular modules of XPLAN. Case studies are used to demonstrate real life applications.

All training is conducted using the latest version of XPLAN and includes the latest features and functionality. The workshop training calendar is updated quarterly and is subject to demand in each state.

Cost: Workshop training is provided free of charge.

How to Book: To register your interest, please email us and provide the state, preferred date and workshops you would like to attend. To expedite the registration process, it is very important that you include the following details in the request:

  • Name of participant(s)
  • Participant contact details (email and telephone number)
  • Business / Dealership name.

Please note: Until you receive confirmation of your booking, you are not booked in. If the date you prefer is fully booked, you will be offered an alternative date.

Cancellations: XPLAN workshops are in high demand. In the event that you are unable to attend, please ensure that you notify us 2 business days prior to the workshop date. This will enable us to fill the space. All cancellations after this timeframe will incur a $50 cancellation fee per person.

Late Arrivals: As a courtesy to other trainees, please arrive promptly. Due to possible disruption to other trainees, there will be no admittance to anyone arriving more than 30 minutes late.

Prerequisites: There are prerequisites for attending the supplementary workshops. Please refer to the workshop descriptions and ensure that you meet the requirements prior to registering for a supplementary course.


Workshop Descriptions
New User - Administrator Practice Management
New User - Adviser Site Administration
New User - Risk Advice Threads
Coding Essentials XTOOLS+ Entities
Investment Portfolio System XTOOLS and XTOOLS+ Wealth Creation

Need more information?

To find out more about the XPLAN training services, please email us.

Phone Support

Financial Markets
1800 681 078 (AUS) 0800 441 704 (NZ)
Wealth Management
1300 130 069 (AUS) 0800 448 505 (NZ)
International
+61 3 9018 5800