When you have a new software system, you want to see benefits of your investment straight away.

So in addition to our support and implementation services which get you up and running as quickly as possible, we offer a comprehensive training programme for our Wealth Management Product XPLAN.

No-one knows our software better than we do, and we really understand the specialist needs of financial services businesses like yours. We'll work with you to ensure everyone within your business is able to use the system effectively.

We offer a wide choice of training options to suit everybody including role-based and module-based training, and a variety of delivery methods.

Our fully interactive classroom training can be delivered on or off-site and provides hands-on application, exercises and real-life scenarios.  If you're short on time or simply want to brush up on a certain area, our on-demand online tutorials complement your initial training and cover a wide range of areas.  Seeking some advanced training, register for our XPLAN Solutions live webinars focusing on hot topics, best practice and latest features.

Need something more specialised? Talk to us about our bespoke training programmes.

Use the buttons below to navigate to the training schedule for your capital city and the online webinars. 


We have introduced a program of structured learning pathways for specific roles within an advice business.

A structured learning pathway ensures that the user is best equipped with the knowledge and understanding they need and are getting the most out of XPLAN. We have designed these pathways on sound learning principals, knowing that ‘learning’ is ultimately more powerful than simply ‘training’.

Learning pathways have been introduced for administrators, advisers, risk-only advisers, practice managers, paraplanners and site administrators. Click the button to explore our learning pathways.  (please note, the link below will direct you to the Community where you will need to be logged in to access this information)

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