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 across all our products.
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 live, interactive weekly webinars or on-demand online tutorials complement your initial training and cover a wide range of areas.
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 are pleased to announce we have introduced CPD point accreditation to many of our XPLAN training sessions. These include the following classroom sessions: New User - Risk Advice (3pts), IPS (2.5pts), WealthSolver (3pts), XTOOLS+ (3pts each). Certificates will be issued after the completion of the full session.
Feature Focus webinars are now available for registration. Hear more on digital collaboration solutions, FOFA and FPA members, a process to onboard clients looking at leads and cases, and how to customise XPLAN, making it your own. To register, please click on the Webinar button below.
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, and site administrators. Click the button to explore our learning pathways.