How to Book

Please click the email address or use the booking form (at the bottom of the page)to let us know what course or courses you are interested in attending. We will then let you know what dates are available so that you can choose the date that best suits you to attend.

Webinar Sessions

Webinar sessions are aimed at new users or existing users needing a refresher. These webinars comprise comprehensive training on particular modules. We have a limited amount of 8 delegate spaces per course date. Our courses fill quickly so you should book as soon as you can, please email traininguk@iress.com and we will do our best to cater to your needs.

Some of our webinars are a days training but are split into two sessions lasting two hours each. We need you to attend both sessions as this is a complete course. We will work through the course giving you the chance to learn by a hands-on approach and with the ability to ask questions in order to apply your knowledge using various scenarios.

Cost

Free of charge.

Cancellation policy

As a courtesy we ask if you can no longer attend the desired course, please can you email us to let us know traininguk@iress.com

Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

How to Book

Please click the email address traininguk@iress.com or use the booking form to let us know what course or courses you are interested in attending.

Please note this course is made up of one training session, the time is displayed in the Timing section.

The course aims to teach participants how to build your own effective Reports (Xports) and run various searches across Xplan. Having performed the data mining process so you have the "who" we also show you "what" can be done with that information and how best that data is used.

The session aims to teach participants how to:

• Build, run and generate Xport Reports
• Build, run and generate Security Searches
• Build, run and generate Policy Searches
• Following generating the reports how can you use the information provided

Requirements

Pre-requisite for attending this session is you must have attended New User Core

After completing this course, participants will be able to create and run:

• Create and run Xport Reports
• Create and run Security Searches
• Create and run Policy Searches
• Use the data to email, run merge reports, export data etc.

Timing

Session: 1.30 - 3.15 pm

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Friday 13th August - FULL
• Wednesday 25th August

How to Book

Please click the email address traininguk@iress.com or use the booking form to let us know what course or courses you are interested in attending.

Please note this course is made up of one training session, the time is displayed in the Timing section.

The course aims to teach participants how to build Advanced Searches and Alerts to get the most out of the data you have within Xplan.

The session aims to teach participants how to:

• Build, run and generate Advanced Searches
• Build, run and generate Alerts
• Export data out of Xplan from the results we are presented with.

Requirements

Pre-requisite for attending this session is you must have attended New User Core

After completing this course, participants will be able to create and run:

• Advanced Searches
• Export Data
• Alerts
• Understand the benefits of using Advanced Searches and Alerts

Timing

Session: 09.30 - 11.15 am

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Tuesday 3rd August
• Monday 16th August

How to Book - CHARGEABLE COURSE POA

Please click the email address or use the booking form to let us know what course or courses you are interested in attending. We will then let you know the available dates that you can attend.

Session info

We’ll show you how to use Xplan to its full potential so that you come away with the knowledge and understanding to make every working day easier and more effective. With a great range of training options from basic to advanced and a variety of delivery methods, everyone can get the Xplan training they need, the way they want it.

Usually, our one-day sessions are delivered on-site at your offices while our shorter sessions are delivered directly via webinar. As we are unable to deliver face to face training for the time being we are able to offer webinar sessions instead.

The sessions can be totally tailored around your exact business requirements and are suitable for up to 8 delegates.

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

How to Book

Please click the email address or use the booking form to let us know what course or courses you are interested in attending.

Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.

This session is the introduction to Xplan and the first step of the training journey. We recommend you then attend the Next Steps session as well as relevant webinars and videos to build on these foundations.

The session aims to teach participants how to:

• Efficiently navigate Xplan.
• Understand its functionalities including entering client and policy data.
• Manage clients using Xplan CRM (Client Relationship Management) tools.

Requirements

There is no pre-requisite for attending this session.

Session 1 - After completing this course, participants will be able to:

• Navigate Xplan
• Perform basic Client Searches (including quick searches)
• Create a New Prospect and add an opportunity
• How to add a partner record (or link to an existing record)
• Add in GDPR Consent & record ID&V
• Add in an Opportunity
• Update Client Information and produce a Fact find
• Complete the Attitude to Risk

Session 2 - After completing this course, participants will be able to understand and use:

• Add an investment
• Add a New Business Event
• Add in a Pension
• Add a New Business Event
• Explore Protection policies and Liabilities
• View Net Position
• Explore Document Notes & Letter Generator
• Management report and bulk functionality

Timings

You are required to attend both sessions on the same day:

1st Session: 09.30 - 11.30

2nd Session: 13.30 - 15.30

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Monday 2nd August - FULL
• Tuesday 10th August
• Wednesday 18th August
• Monday 23rd August

How to Book

Please click the email address or use the booking form to let us know what course or courses you are interested in attending.

Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.

This session has been developed as a follow on to New User Core. It is aimed at users who are involved in the servicing elements on Xplan.

Session 1 - After completing this course, participants will be able to:

• Recap New User Core
• Review - Set a review schedule in Xplan
• Diary Event - review meeting booked in the diary
• Email - send email confirmation
• Valuation Report
• Review Report / Suitability

Session 2 - After completing this course, participants will be able to understand and use:

• Suitability Report
• Add a drawdown plan
• Add a SIPP Wrapper
• Risk Researcher - demo, then walk though protection policies manually
• Close a plan
• Create Client Group (Child turns - 18 years old)

Requirements

Please note it is mandatory for all attendees to complete the Xplan New User Core training session. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.

Timings

You are required to attend both sessions on the same day:

1st Session: 09.30 - 11.30

2nd Session: 13.30 - 15.30

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Wednesday 4th August - FULL
• Thursday 12th August
• Friday 20th August
• Tuesday 24th August

How to Book

Please click the email address or use the booking form to let us know what course you are interested in attending.

Please note this course is made up of one training session. The dates and times are displayed in the Timing section.

This session has been developed as a follow on to New User Core. It is aimed at users who are involved in having to add revenue to the system.

The session aims to teach participants how to:

• Create a lodgement and estimate (expectation) against a Pension/ Investment for new and ongoing business.
• Create a lodgement and estimate (expectation) against a Protection policy for new and ongoing business.
• Explain the difference for indemnity and non- indemnity commission
• Create a lodgement and estimate (expectation) against a Mortgage and add a Procuration Fee
• Understand what an Invoice Product is
• Raise an invoice (Client Direct Fee)
• Settle an invoice in Xplan when a payment is received by your firm
• Raise a Credit Note

Requirements

Please note it is mandatory for all attendees to complete the Xplan New User Core training session. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.

Timings

Session: 09.30 - 11.30

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Wednesday 11th August
• Friday 27th August

How to Book

Please click the email address or use the booking form to let us know what course or courses you are interested in attending.

Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.

This course is for those clients who have their own single Xplan site and have access to areas such as system settings, administering groups and users etc. If you are a Managed Services client, which means Iress manages your site administration for you, then you do not need to attend this course and we would recommend you attend the Creating Templates in Xplan course.

The session aims to teach participants how to:

• Introduction to Site & System Settings
• Creating Access Levels
• Capabilities & Licences
• Administer Users
• Administer Groups
• Login Settings
• Terminating a User

Requirements

Completion of the New User Core course is required.

Timings

You are required to attend both sessions on the same day:

1st Session: 09.30 - 11.30

2nd Session: 1.30 - 15.30

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Thursday 26th August

How to Book - CHARGEABLE COURSE

Please click the email address or use the booking form to let us know what course or courses you are interested in attending.

Please note this course is made up of four training sessions and you must attended all to complete the course. The sessions are split over a four week period and this is a CHARGEABLE COURSE, POA.

The course aims to teach participants how to:

• Look at Xword, field definitions and basic patterns
• Create a letter and add information to tables
• How to use formatting and different commands
• Best way to use Variables
• How to use a Loop
• Add a filter using the x to x command

This course has been developed to get you started in the world of Python coding. It will take you through how to get started through to being able to put together a basic Valuation document (Python Coding)

Requirements

Please note it is mandatory for all attendees to complete the Xplan New User Core classroom training session prior to attending this training.

Booking

The course is booked on an individual bases so please fill in the booking form at the bottom of this page or for further details about this course please email traininguk@iress.com

How to Book

Please click the email address or use the booking form to let us know what course or courses you are interested in attending.

Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.

The session aims to teach participants how to:

• To build and present Cashflow scenarios in Xplan.
• Input screens.
• Display screens.
• Chart screens.
• Engage view.

It is recommended for those wanting to be able to build and/or present Cashflow on Xtools.

Each session has clear learning objectives. These are met through exercises and real-life scenarios. Trainees are introduced to Xplan with initial training. Following initial training, trainees would then follow the modular-based learning programme suitable for their roles.

All of our Training Team have a Financial Services background and are fully accredited trainers to help you get the most benefit from the training.

Requirements

Please note it is mandatory for all attendees to complete the Xplan New User Core classroom training session prior to attending this training.

Timings

You are required to attend both sessions on the same day:

1st Session: 10.00 - 12.00

2nd Session: 14.00 - 16.00

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Tuesday 24th August

How to Book

Please click the email address or use the booking form to let us know what course or courses you are interested in attending.

This course is for any user requiring to build Templates and efficiently create and manage templates in your Xplan site. You must have the capability settings to do so. If you are a Managed Service Client, Single Site/Own Site we recommend you attend the Site Administration Course.

The session aims to teach participants how to:

• Email templates.
• Task templates.
• Diary templates.
• Document Note templates.
• Managed Field Content.
• Create a basic Thread.
• Create a basic Xport Report.

Templates are a great way to allow users to save frequently used layouts, to avoid having to recreate them. Many elements can be inserted into templates such as types, subtypes, descriptions, hyperlinks, images and text etc. Templates can help reduce time and rekeying and allow consistency throughout the business. This course is designed to show how to successfully create templates in your Xplan site.

Recommended for:

All Xplan Users who have the capability to create templates.

Requirements

Previous knowledge of Xplan New User Core is required.

Timings

Session: 09.30 - 12:00

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Sessions

• Monday 9th August
• Thursday 26th August

Adviser Office training team can offer a bespoke training programme to suit your business requirements.

How to Book

Please click the email address or use the booking form to let us know what course or courses you are interested in attending. We will then let you know the available dates that you can attend.

Session info

We’ll show you how to use Adviser Office to its full potential so that you come away with the knowledge and understanding to make every working day easier and more effective. With a great range of training options from basic to advanced and a variety of delivery methods, everyone can get the Adviser Office training they need, the way they want it.

Bespoke Webinar Training

Tell us what you need training on and we'll deliver it live and direct to your desktop. No maximum delegate number. This session can be totally tailored around your exact business requirements.

Booking

Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com

Designed for existing users, providing an overview and demo of the software and services available. This webinar will cover:

• Overview of the dashboard (including settings)
• Quick Quote
• Create a new client
• Create a fact find
• Mortgage sourcing - purchase, remortgage, BTL
• Protection sourcing - including Multi benefit/Multi Policy and how to apply
• Module overview - what’s available

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

An opportunity to review some of our ‘top tips’ when using The Exchange.

This session is ideal for new and existing users and includes (but not limited to) the following functionality:

• How to apply and its benefits
• Intelligent quotes
• Multi-Policy / Multi-Benefit
• Getting the most from quote results
• Partially underwritten quotes
• Dual Life
• Relevant Life

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

Trigold has been around for a few years and you may not know (or may have forgotten) some of its most useful features. Ideal for new or existing users after a refresh

This webinar will highlight some of its most important functionality including (but not limited to):

• Daily update
• Quick quote
• Adding fees
• Client briefcase/documents area
• How to generate an illustration
• How to generate a product list report
• Generate a ROS report
• Enhanced Buy to Let and associated filters
• Remortgage and Product Transfer sourcing
• Calculators

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

An opportunity for the team to highlight the additional benefits of moving from Trigold to Xplan Mortgage. The team will show you how to do all of your normal sourcing functionality within XPM and also what additional features the new system has to offer.

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

This webinar will show the user how you can obtain a Decision in Principle or even a Full Mortgage Application directly from Xplan mortgage.

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

An open session is available to anyone who has questions and queries regarding The Exchange.

Forgotten how to source properly, don’t know how to retrieve old quotes - use this session to ask any questions of our expert Training team.

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

An open session is available to anyone who has questions and queries regarding Xplan Mortgage. Forgotten how to source properly, don’t understand your results, need to better understand how to use the filters - use this session to ask any questions of our expert Training team.

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

The O&M Profiler ESP Customer Care Team are on hand to help you get the most out of the software and regularly run online training sessions covering a range of subjects including:

• Pension Switching
• Fund Research
• Drawdown quotes, reviews and switching
• Retirement Income Modeller
• Wrap & ISA Quotes
• TVC / APTA and FCA DB Checklist

Read more about session content, select a date and book online

An opportunity to meet the product team who own and run The Exchange.

This session will outline some of the upcoming developments and proposition enhancements and is also an opportunity to provide feedback on areas that you would like to see the portal include in their plans.

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com

An opportunity to meet the product team who own and run Trigold and Xplan Mortgage.

This session will outline some of the upcoming developments and proposition enhancements and is also an opportunity to provide feedback on areas that you would like to see the portal include in their plans.

Select a date and book online

If you require additional or specific details about this session please email sourcingadoption@iress.com