Training United Kingdom

Continuous development for you and your business throughout the UK.

Your safety and that of our team is our priority and with the outbreak of COVID-19 we have had to make some changes to the way we deliver our software training. Learn more

Xplan - Bespoke

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

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. Our one-day sessions are delivered on-site at your offices while our shorter sessions are delivered directly via webinar, but can also be delivered on-site as part of a full day session if you prefer.

Bespoke On-Site training
Get a full day's training onsite at your office with one of our expert trainers. This session can be totally tailored around your exact business requirements and is suitable for up to 10 delegates.

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.

Booking
Please fill in the form at the bottom of this page.

Xplan - New User Core

Due to Coronavirus we have temporarily moved our classroom training schedule to online webinars.

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.

Each session has clear learning objectives. 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.

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. 

How to Book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Workshop Sessions
Workshop sessions are aimed at new users or existing users needing a refresher. These workshops comprise comprehensive training on particular modules of Xplan

The webinars will be split into 3 sessions each lasting 2 hours and will be delivered across 2 days. We will work through Xplan giving you the chance to learn and ask questions in order to apply your knowledge using various scenarios.

Costs
Free of charge.

Requirements
There is no pre-requisite for attending this session.

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the Webinar.

Dates and times

14-04-2020 - WEBINAR - FULL
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30
15-04-2020 - WEBINAR - FULL
Time 3rd Session: 09.30 - 11.30

28-04-2020 - WEBINAR
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30
29-04-2020 - WEBINAR
Time 3rd Session: 09.30 - 11.30

06-05-2020 - WEBINAR
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30
07-05-2020 - WEBINAR
Time 3rd Session: 09.30 - 11.30

20-05-2020 - WEBINAR
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30
21-05-2020 - WEBINAR
Time 3rd Session: 09.30 - 11.30

27-05-2020 - WEBINAR
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30
28-05-2020 - WEBINAR
Time 3rd Session: 09.30 - 11.30

Booking
Please fill in the booking form at the bottom of this page.

Xplan - Next Steps

Due to Coronavirus we have temporarily moved our classroom training schedule to online webinars.

The session aims to teach participants how to:

  • The valuation process - updating client’s policies and values and producing a valuation report.
  • Dealing with policy amendments such as Contributions & Withdrawals.
  • Adding  more complex policies such as SIPPS and Drawdowns.
  • Using workflow throughout Xplan to manage your workload - Tasks & Threads.
  • Manage client correspondence using the Document Library & Letter Wizard.

Each session has clear learning objectives. 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.

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. 

How to Book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Workshop Sessions
Workshop sessions are aimed at new users or existing users needing a refresher. These workshops comprise comprehensive training on particular modules of Xplan

The webinars will be split into 2 sessions each lasting 2 hours and will be delivered across 1 day. We will work through Xplan giving you the chance to learn and ask questions in order to apply your knowledge using various scenarios.

Costs
Free of charge.

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. 

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the Webinar.

Dates and times
16-04-2020 - WEBINAR - FULL
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30

30-04-2020 - WEBINAR
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30

12-05-2020 - WEBINAR
Time 1st Session: 09.30 - 11.30
Time 2nd Session: 13.30 - 15.30

Booking
Please fill in the booking form at the bottom of this page.

Xplan - Site Management

Due to Coronavirus we have temporarily moved our classroom training schedule to online webinars.

The session aims to teach participants how to:

  • Create templates – Email, Task and Notes.
  • Xmerge documents and upload them into Xplan.
  • Create a basic Thread.
  • Add a new User and Administer them.
  • Adding and Administering Groups.
  • View Client, User and Site Audit Logs.
  • Create Management Reports.
  • Create Advanced Searches.

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. 

How to Book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Workshop Sessions
Workshop sessions are aimed at new users or existing users needing a refresher. These workshops comprise comprehensive training on particular modules of Xplan

The webinars will be split into 3 sessions each lasting 2 hours and will be delivered across 2 days. We will work through Xplan giving you the chance to learn and ask questions in order to apply your knowledge using various scenarios.

Costs
Free of charge.

Requirements
Completion of the New User Core course.

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the Webinar.

Dates and times
21-04-2020 - WEBINAR
Time 1st Session: 09.00 - 11.30
Time 2nd Session: 12.30 - 15.00
22-04-2020 - WEBINAR
Time 3rd Session: 09.30 - 11.30

13-05-2020 - WEBINAR
Time 1st Session: 09.00 - 11.30
Time 2nd Session: 12.30 - 15.00
14-05-2020 - WEBINAR
Time 3rd Session: 09.30 - 11.30

Booking
Please fill in the booking form at the bottom of this page.

Xplan - Cashflow

Due to Coronavirus we have temporarily moved our classroom training schedule to online webinars.

A training session currently ran via Webinar Sessions to enable participants to build and present Cashflow scenarios in Xplan.

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.

How to book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Workshop Sessions
Workshop sessions are aimed at new users or existing users needing a refresher. These workshops comprise comprehensive training on particular modules of Xplan. The webinars will be split into 2 sessions each lasting 2 hours and will be delivered across 1 day. We will work through Xplan giving you the chance to learn and ask questions in order to apply your knowledge using various scenarios.

After completing this session, participants will be able to:

  • Understand how to build Xtools scenarios.
  • How to model different financial planning outcomes.
  • How to present to outcomes to clients via Engage.

Costs
Free of charge.

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

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the webinar sessions.

Dates and times
30-04-2020 - WEBINAR
Time 1st Session: 10.00 - 12.00
Time 2nd Session: 14.00 - 16.00

19-05-2020 - WEBINAR
Time 1st Session: 10.00 - 12.00
Time 2nd Session: 14.00 - 16.00

Booking
Please fill in the booking form at the bottom of this page.

Xplan - Workflow (Thread) Templates

The session aims to teach participants how to:

  • Understand what a Workflow (Thread) is.
  • Build a Workflow.
  • Apply Outcomes to Tasks.
  • Identify which points within a Workflow would terminate a Workflow.
  • Apply the Workflow.

This webinar has been designed for anyone wishing to build and add a Workflow (Thread) template into their Xplan Site. A variety of thread templates can be created in Xplan in order to document the workflowof comm on processes within your practice, whether it’s a complex advice strategy or the simplest of admin functions, a thread facilitates the structured approach required in order to get things done.

The primary focus is as follows:

  • Understand the concept of Workflows (Threads) and apply these in Xplan.

Recommended for:
Anyone who will build Workflows (Threads) within the business they work within or anyone who wants to understand the concept of a Workflow (Thread).

Requirements
Previous attendance of New User Core & Next Steps to understand a basic level of Xplan and Workflows & Tasks.

How to book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Costs
Free of charge.

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the webinar sessions.

Dates and times
21-04-2020 - WEBINAR - 9.30 - 10.30
27-04-2020 - WEBINAR - 9.30 - 10.30

Xplan - Creating Email Templates

The session aims to teach participants how to:

  • Understand what an Email Template is.
  • Understand how Email Templates are used in Xplan.
  • Apply basic Syntax code to an Email Template.
  • Apply email links and unsubscribe links to an Email Template.
  • Navigate through the Email Wizard Templates.

This webinar has been designed to show how to create email templates for everyone across the business to use in order to insure standardised text and messages and also saving time in creation.

The primary focus is as follows:

  • Understanding how different Email Templates can be built into Xplan for any users within the firm.

Recommended for:
Any Xplan user who wishes to build Email Templates.

Requirements
Basic Xplan knowledge and navigation.

How to book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Costs
Free of charge.

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the webinar sessions.

Dates and times
21-04-2020 - WEBINAR - 13.30 - 14.00
30-04-2020 - WEBINAR - 11.30 - 12.00

Xplan - Using Service Benchmarks

The session aims to teach participants how to:

  • Understand what Service Benchmarks are.
  • Add a Service Benchmark Set to a client or list of clients.
  • Print a Service Benchmark report against a client or list of clients.

If you would like to keep track of the service deliverables offered to your clients then this webinar will show and explain the use of the service benchmark functionality in Xplan.

For example if your most important clients receive an annual review, a quarterly newsletter and an update call every six months, service benchmarks can track each of those items and provide delivery analysis, ensuring your advice proposition is meeting client expectations and providing an excellent customer experience at all times.

The primary focus is as follows:

  • Applying Service Benchmark sets to your clients and where to report on this data. The session content assumes that your firm has already created your service benchmarks and service benchmark sets on your Xplan site, in order for you to apply these to your clients.

Recommended for:
Any Xplan user who would like to keep track of the service deliverables offered to their clients.

Requirements
Basic Xplan knowledge and navigation.

How to book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Costs
Free of charge.

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the webinar sessions.

Dates and times
24-04-2020 - WEBINAR - 9.30 - 9.50
30-04-2020 - WEBINAR - 9.30 - 9.50

Xplan - Using a Digital Signature

The session aims to teach participants how to:

  • Set up a digital signature request.
  • Send the request to the client.
  • Receive the digital signature.

This webinar will show and explain how to get your clients to sign documents remotely allowing you to keep your business movin. Digital Signatures allow your clients to sign documents (or anything else you want to share with them) digitally rather than traditionally with pen and paper, it is an essential part of any remote worker’s toolkit.

The primary focus is as follows:

  • How to send a document securely from Xplan to your clients requesting a digital signature. We will explain how they can use a one time pin number (OTP) to access and sign the document then return it securely to you and store it back in Xplan.

Recommended for:
Any Xplan user who needs to use digital signatures.

Requirements
Basic Xplan knowledge and navigation.

How to book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Costs
Free of charge.

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the webinar sessions.

Dates and times
24-04-2020 - WEBINAR - 11.30 - 12.00
27-04-2020 - WEBINAR - 13.30 - 14.00

Xplan - Invoicing in Xplan

The session aims to teach participants how to:

  • Understand what an Invoice Product is.
  • Raise an invoice in Xplan.
  • Print the invoice.
  • Manage their invoices.
  • Run a basic invoice report.

This webinar is aimed at any Xplan user who needs to raise invoices for a client to charge for work that has been completed. This can then be reconciled in CommPay alongside other revenue expectations.

The primary focus is as follows:

  • Invoicing in Xplan, understanding what an Invoice Product is and how to raise, print and manage your invoices. The session content assumes that your firm uses CommPay to reconcile revenue. Also that your Invoice Products have already been set up on your Xplan site and the relevant Xmerge invoice template added.

Recommended for:
Any Xplan user who needs to raise an invoice.

Requirements
Basic Xplan knowledge and navigation.

How to book
Please fill in the form below or for further details about this session please email traininguk@iress.com
The link to the Webinar session will be emailed to you on the morning of the webinar date.

Costs
Free of charge.

Cancellation policy
As courtesy we ask you inform us via email: traininguk@iress.com if you are unable to attend the training so we are aware of who to expect on the webinar sessions.

Dates and times
24-04-2020 - WEBINAR - 14.00 - 14.30
30-04-2020 - WEBINAR - 13.30 - 14.00

Adviser Office - Bespoke

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

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. Our one-day sessions are delivered on-site at your offices while our shorter sessions are delivered directly via webinar, but can also be delivered on-site as part of a full day session if you prefer.

Bespoke On-Site training
Get a full day's training onsite at your office with one of our expert trainers. This session can be totally tailored around your exact business requirements and is suitable for up to 10 delegates.

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.

Booking
Please fill in the booking form at the bottom of this page.

Xplan Mortgage - back to basics

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

  • Overview of 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

Dates and times
07-04-2020 - Time: 10.30 - 11.30 am
05-05-2020 - Time: 10.30 - 11.30 am
02-06-2020 - Time: 10.30 - 11.30 am
07-07-2020 - Time: 10.30 - 11.30 am

Select a date and book online

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

Xplan Mortgage - advanced

An in-depth look into the software and its advanced features. We would suggest considering the ‘Xplan Mortgage - back to basics’ webinar before attending this session.

The webinar will cover:

  • Full fact find
  • Client Portal
  • Filters
  • Calculators
  • Lender Connect
  • Suitability reports
  • Advice overview

Dates and times
06-05-2020 - Time: 10.30 - 12.00
03-06-2020 - Time: 10.30 - 12.00
01-07-2020 - Time: 10.30 - 12.00
05-08-2020 - Time: 10.30 - 12.00

Select a date and book online

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

Xplan Mortgage - advice & CRM training

An in-depth look at the specific functionality to assist your processes (for those with access to the Advice and CRM modules).

We would suggest considering the ‘Xplan Mortgage - back to basics’ and ‘Xplan Mortgage - Advanced’ webinar before attending this session.

The webinar will cover the following:

  • Sourcing, Protection, Eligibility, Advice and CRM, Client Portal and Lender Connect
  • Dashboard overview - tasks, cases and diary
  • Create a client and a case
  • Full fact find
  • Suitability letters
  • Calculators
  • Documents & admin
  • Reports
  • Audit trail

Dates and times
28-04-2020 - Time: 10.30 - 12.00
26-05-2020 - Time: 10.30 - 12.00
23-06-2020 - Time: 10.30 - 12.00
28-07-2020 - Time: 10.30 - 12.00

Select a date and book online

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

Xplan Mortgage - scenario-based training

A look into specific scenarios for mortgage and protection advisers.

We would suggest considering the ‘Xplan Mortgage - back to basics’ and ‘Xplan Mortgage - Advanced’ webinar before attending this session.

The webinar will cover the following:

  • Sourcing, Protection and Eligibility modules
  • Dashboard overview
  • Quick Quote
  • Scenario based training
  • Client summary screen
  • Lender Connect

Dates and times
22-04-2020 - Time: 10.30 - 12.00
27-05-2020 - Time: 10.30 - 12.00
24-06-2020 - Time: 10.30 - 12.00
22-07-2020 - Time: 10.30 - 12.00

Select a date and book online

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

The Exchange - top tips

Designed for new and existing users, providing an opportunity to review top tips when using the software.

The webinar will cover the following:

  • - 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

Dates and times
14-04-2020 - Time: 10.30 - 11.30 am
12-05-2020 - Time: 10.30 - 11.30 am
09-06-2020 - Time: 10.30 - 11.30 am
14-07-2020 - Time: 10.30 - 11.30 am

Select a date and book online

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

The Exchange - back to basics

Designed for new and existing users, providing an overview and demo of the software and the services available.

The webinar will cover the following:

  • Home screen overview, settings, updating default preferences
  • Setting up My Quick Policies / Benefits
  • Quick Quote
  • How to apply
  • How to company Multi Benefit / Multi Policy
  • Document library
  • Turning on/off certain providers
  • Document downloads/prints
  • Comparison reports

Dates and times
08-04-2020 - Time: 10.30 - 11.30 am
13-05-2020 - Time: 10.30 - 11.30 am
10-06-2020 - Time: 10.30 - 11.30 am
08-07-2020 - Time: 10.30 - 11.30 am

Select a date and book online

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

Trigold - top tips

Get the most out of Trigold, a refresher for existing users.

The webinar will cover the following:

  • 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

Dates and times
21-04-2020 - Time: 10.30 - 11.30 am
19-05-2020 - Time: 10.30 - 11.30 am
16-06-2020 - Time: 10.30 - 11.30 am
21-07-2020 - Time: 10.30 - 11.30 am

Select a date and book online

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

Website & web tools

Take a look at our website, web tools and integration functionality.

The webinar will cover the following:

  • Demo of new sites and tools
  • Discover D2C capabilities
  • Xplan Mortgage integration

Dates and times
15-04-2020 - Time: 10.30 - 11.00 am
20-05-2020 - Time: 10.30 - 11.00 am
17-06-2020 - Time: 10.30 - 11.00 am
15-07-2020 - Time: 10.30 - 11.00 am

Select a date and book online

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

Book your training

For all classroom or bespoke training please let us know which session, location and date you are interested in.

We will process any personal information collected on this page in accordance with our privacy policy.