This session aims to teach participants how to efficiently navigate Xplan, understanding its functionalities including entering client and policy data, and managing clients using Xplan CRM (Client Relationship Management) tools.

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

Our on-site training is fully interactive and each session has clear learning objectives. These are met through hands on application, 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.

This session is the introduction to Xplan and the first step of the training journey. We recommend you then attend the Next Steps classroom 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

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. Lunch and refreshments will be provided throughout the session.  If you have any special dietary requirements please notify us on the below form.

Workshop sessions can also be ran on your own client site rather than in Warwick. Please contact us for pre-requisites, details and costings. 

Costs
Our main training location is Warwick and scheduled sessions are free of charge from this office. 

We also offer classroom training from our other Iress office in London which is also free of charge but we have limited dates.

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

Cancellation policy
These workshops are in high demand. In the event you are unable to attend, please ensure you notify us five business days prior to the workshop date. Notification must be sent by email to traininguk@iress.com this will enable us to fill the space.

Although these sessions are offered free of charge, all cancellations after this time frame will incur a £50 cancellation fee per person.

Car Parking - Important note
Parking Spaces in Warwick are extremely limited and we request you either travel by public transport or car-share if attending with colleagues. You will need to register your car and we may not be able to accommodate last minute requests. 

Locations
1 Kingmaker Court,
Warwick Technology Park,
Gallows Hill,
Warwick,
CV34 6DY
Map

Iress Office
45 King William Street
London
EC4R 9AN
Map

Dates
22-01-2020 - London - Time: 09.30 - 15.30
28-01-2020 - Warwick - Time: 09.30 - 15.30
05-02-2020 - Warwick - Time: 09.30 - 15.30
12-02-2020 - London - Time: 09.30 - 15.30
18-02-2020 - Warwick - Time: 09.30 - 15.30
26-02-2020 - London - Time: 09.30 - 15.30
03-03-2020 - Warwick - Time: 09.30 - 15.30
10-03-2020 - London - Time: 09.30 - 15.30
17-03-2020 - Warwick - Time: 09.30 - 15.30
25-03-2020 - London - Time: 09.30 - 15.30
07-04-2020 - London - Time: 09.30 - 15.30
14-04-2020 - Warwick - Time: 09.30 - 15.30
21-04-2020 - London - Time: 09.30 - 15.30
28-04-2020 - Warwick - Time: 09.30 - 15.30

Booking
Please fill in the form on this page and mention the date that interests you.

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 on this page.

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. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.

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

Our on-site training is fully interactive and each session has clear learning objectives. These are met through hands on application, 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.

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

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. Lunch and refreshments will be provided throughout the session.  If you have any special dietary requirements please notify us on the below form.

Workshop sessions can also be ran on your own client site rather than in Warwick. Please contact us for pre-requisites, details and costings.

After completing this session, participants will be able to:

• Follow the valuation process to update values & produce a report
• Manage your workflow effectively using Tasks & Threads
• Administer policy amendments - withdrawals & contributions
• Add a Drawdown policy
• Add a SIPP 
• Effectively manage client correspondence using Document Library & Letter Wizard

Costs

Our main training location is Warwick and scheduled sessions are free of charge from this office. 

We also offer classroom training from our other Iress office in London which is also free of charge but we have limited dates.

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

Cancellation policy
These workshops are in high demand. In the event you are unable to attend, please ensure you notify us five business days prior to the workshop date. Notification must be sent by email to xplantraining@iress.co.uk this will enable us to fill the space.

Although these sessions are offered free of charge, all cancellations after this time frame will incur a £50 cancellation fee per person. 

Car Parking - Important note
Parking Spaces in Warwick are extremely limited and we request you either travel by public transport or car-share if attending with colleagues. You will need to register your car and we may not be able to accommodate any last minute requests. 

Locations
1 Kingmaker Court,
Warwick Technology Park,
Gallows Hill,
Warwick,
CV34 6DY
Map

Iress Office
45 King William Street
London
EC4R 9AN
Map 

Dates
23-01-2020 - London - Time: 09.30 - 15.30
29-01-2020 - Warwick - Time: 09.30 - 15.30
13-02-2020 - London - Time: 09.30 - 15.30
19-02-2020 - Warwick - Time: 09.30 - 15.30
27-02-2020 - London - Time: 09.30 - 15.30
04-03-2020 - Warwick - Time: 09.30 - 15.30
11-03-2020 - London - Time: 09.30 - 15.30
18-03-2020 - Warwick - Time: 09.30 - 15.30
26-03-2020 - London - Time: 09.30 - 15.30
08-04-2020 - London - Time: 09.30 - 15.30
16-04-2020 - Warwick - Time: 09.30 - 15.30
23-04-2020 - London - Time: 09.30 - 15.30
29-04-2020 - Warwick - Time: 09.30 - 15.30

Booking
Please fill in the form on this page and mention the date that interests you.

This session covers the tools and knowledge required to carry out the administrator/ operations role by looking at the site set up which includes templates, threads and reports and also creating and administering users.

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

After completing this session, participants will be able to:

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

How to Book
Please fill in the form below or for further details about this session please email traininguk@iress.com

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

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. Lunch and refreshments will be provided throughout the session.  If you have any special dietary requirements please notify us on the below form.

Workshop sessions can also be ran on your own client site rather than in Warwick. Please contact us for pre-requisites, details and costings. 

Costs
Our main training location is Warwick and scheduled sessions are free of charge from this office. 

We also offer classroom training from our other Iress office in London which is also free of charge but we have limited dates.

Requirements
Completion of the New User Core course.

Cancellation policy
These workshops are in high demand. In the event you are unable to attend, please ensure you notify us five business days prior to the workshop date. Notification must be sent by email to traininguk@iress.com this will enable us to fill the space.

Although these sessions are offered free of charge, all cancellations after this time frame will incur a £50 cancellation fee per person.

Car Parking - Important note
Parking Spaces in Warwick are extremely limited and we request you either travel by public transport or car-share if attending with colleagues. You will need to register your car and we may not be able to accommodate last minute requests. 

Locations
1 Kingmaker Court,
Warwick Technology Park,
Gallows Hill,
Warwick,
CV34 6DY
Map

Iress Office
45 King William Street
London
EC4R 9AN
Map 

Dates
13-02-2020 - Warwick - Time: 09.30 - 15.30
10-03-2020 - Warwick - Time: 09.30 - 15.30
19-03-2020 - London - Time: 09.30 - 15.30
14-04-2020 - London - Time: 09.30 - 15.30
21-04-2020 - Warwick - Time: 09.30 - 15.30

Booking
Please fill in the form on this page and mention the date that interests you.

A one day training session to enable participants to build and present Cashflow scenarios in Xplan.

Session aims and content

• 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.

Our on-site training is fully interactive and each session has clear learning objectives. These are met through hands on application, 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

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. Lunch and refreshments will be provided throughout the session.  If you have any special dietary requirements please notify us on the below form.

Workshop sessions can also be ran on your own client site rather than in Warwick. Please contact us for pre-requisites, details and costings. 

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
Our main training location is Warwick and scheduled sessions are free of charge from this office. 

We also offer classroom training from our other Iress office in London which is also free of charge but we have limited dates.

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
These workshops are in high demand. In the event you are unable to attend, please ensure you notify us five business days prior to the workshop date. Notification must be sent by email to traininguk@iress.com this will enable us to fill the space.

Although these sessions are offered free of charge, all cancellations after this time frame will incur a £50 cancellation fee per person.

Car Parking - Important note
Parking Spaces in Warwick are extremely limited and we request you either travel by public transport or car-share if attending with colleagues. You will need to register for a parking space with your car registration and we may not be able to accommodate last minute requests.

Locations
1 Kingmaker Court,
Warwick Technology Park,
Gallows Hill,
Warwick,
CV34 6DY
Map

Iress Office
45 King William Street
London
EC4R 9AN
Map

Dates and times
06-02-2020 - Warwick - Time: 09.30 - 15.30
25-02-2020 - London - Time: 09.30 - 15.30
11-03-2020 - Warwick - Time: 09.30 - 15.30
24-03-2020 - London - Time: 09.30 - 15.30
22-04-2020 - Warwick - Time: 09.30 - 15.30
28-04-2020 - London - Time: 09.30 - 15.30

Booking
Please fill in the form on this page and mention the date that interests you.

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 6 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 on this page.

This course is the introduction to Adviser Office. There are further videos, workbooks and training to build on the knowledge gained on this course.

The session aims to teach participants how to: 

• Confidently navigate around Adviser Office
• Understand the core functionality including client and policy data
• How to manage and service clients using Adviser Office

After completing this session, participants will be able to:

• Navigate Adviser Office
• Understand Adviser Office modules and what they do
• Add a new client or prospect
• Add and update a new proposal
• Add a client’s existing plans
• Produce client and management reports
• Send a letter
• Use Activity Manager to manage their workload
• Know where to go for help

How to Book
Please fill in the form below or for further details about this session please email traininguk@iress.com

Workshop Sessions
Workshop sessions are aimed at new users or existing users needing a refresher. Lunch and refreshments will be provided throughout the session.  If you have any special dietary requirements please notify us on the below form.

Workshop sessions can also be ran on your own client site rather than classroom training. Please contact us for pre-requisites, details and costings. 

Costs
£200 + VAT per delegate.

Special offer - subsequent delegates for the same course date are £140 + vat.

Requirements
For any new Adviser Office user or an existing user needing a refresher

• Basic Microsoft skills
• Basic financial planning knowledge

Cancellation policy

Please note that if you are unable to proceed with the training date due to cancellation or change of date you must aim to provide us with as much notice as possible to traininguk@iress.com A charge will be levied as follows:

20 or more working days notice – Nil
10-19 working days notice – 25%
5-9 working day notice – 50%
2-4 working days notice – 75%
Less than 2 working days notice – full charge

Location

Iress Office
45 King William Street
London
EC4R 9AN
Map 

Dates

TBC

Booking
Please fill in the form on this page and mention the date that interests you.

This course is the introduction to Business Management. There are further videos, workbooks and training to build on the knowledge gained on this course.

The session aims to teach participants how to: 

• Confidently navigate around the remuneration screens within Adviser Office
• Understand the core functionality including adding client fees, and Adviser Charges
• How to add a receipt and statement
• Process in Business Management
• Close a Month End

After completing this session, participants will be able to:

• Navigate remuneration screens
• Understand how to add various revenue types onto Adviser Office
• Add a receipt or statement
• Add and update remuneration entries
• Match and process revenue in Business Management
• Overview of the Month End Process
• Know where to go for help

How to Book
Please fill in the form below or for further details about this session please email traininguk@iress.com

Workshop Sessions
Workshop sessions are aimed at new users or existing users needing a refresher. Lunch and refreshments will be provided throughout the session.  If you have any special dietary requirements please notify us on the below form.

Workshop sessions can also be ran on your own client site rather than classroom training. Please contact us for pre-requisites, details and costings. 

Costs
£200 + VAT per delegate.

Special offer - subsequent delegates for the same course date are £140 + vat.

Requirements
For any Adviser Office user

• Basic Microsoft skills
• Basic financial planning knowledge

Cancellation policy

Please note that if you are unable to proceed with the training date due to cancellation or change of date you must aim to provide us with as much notice as possible to traininguk@iress.com A charge will be levied as follows:

20 or more working days notice – Nil
10-19 working days notice – 25%
5-9 working day notice – 50%
2-4 working days notice – 75%
Less than 2 working days notice – full charge

Location

Iress Office
45 King William Street
London
EC4R 9AN
Map 

Dates
12-02-2020 - Warwick - Time: 09.30 - 15.30
18-02-2020 - London - Time: 09.30 - 15.30

Booking
Please fill in the form on this page and mention the date that interests you.

The Exchange Back to Basics webinar has been designed to offer existing users an overview and demonstration of the Exchange and the services that are available to them.

Session info
Take a step back and review the fundamental functionality of The Exchange. This session is ideal for new users and those who may have forgotten certain aspects of the product.

Learning objectives from the session

• Home screen overview - “Scheduled outages” and “Research”
• Settings - what’s needed
• Updating default preferences
• Setting up “My Quick Policies / Benefits”
• How to run a quick quote
  • Overview of products
  • View recent quotes and recall
• How to apply
• How to compare MB / MP
• Document library
• Turning off / on certain providers
• Document downloads / prints
• Comparison reports

Dates and times

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 webinar has been designed to offer new & existing users an opportunity to review some of our ‘top tips’ when using The Exchange.

Session info
This session is ideal for new and existing users and covers some of the following functionality

Learning objectives from the session

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

Dates and times

Select a date and book online

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

The Xplan Mortgage Back to Basics webinar has been designed to offer existing users an overview and demonstration of Xplan Mortgage and the services that are available to them.

This webinar will cover some of the basic functionality including:

• Overview of dashboard (including settings)
• Quick Quote
• Create a new client
• Create a fact find
• Mortgage Sourcing - Purchase, Remortgage, BTL
• Protection Sourcing - Including MB / MP and how to apply
• Module overview - what’s available

Dates and times

Select a date and book online

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

A more in depth look in to Xplan Mortgage and focusing on specific scenarios for mortgage and protection advisers.

We would recommend reviewing the ‘Back to Basics’ and ‘Advanced Xplan Mortgage’ sessions ahead of this webinar.

The session will cover the following:

Sourcing, Protection & Eligibility Modules

• Dashboard Overview

- Tile and functionality explanation

- User Settings

- Broker Fees

- User Credentials

• Quick Quote
• Scenario Based Training

1 - Purchase with Protection & Eligibility - add comparison requirement, adding fees, Sourcing preferences.

2 - Remortgage & Product Transfer

3 - Remortgage & 2nd Charge

4 - Buy to Let - Filters (Tenancy & Portfolio) and Company Buy to Let

5 - Protection - Bespoke - Single, Multi and Business Protection

• Client Summary Screen

- Notes section

- Recent documents

• Lender Connect Video
• Roadmap

Dates and times

Select a date and book online

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

For those with access to the Advice and CRM modules this webinar is a more in depth look at the specific functionality to assist your processes.

We would recommend reviewing the ‘Back to Basics’ and ‘Advanced Xplan Mortgage’ sessions before attending this one.

The session will cover the following:

Sourcing, Protection, Eligibility, Client Portal & Lender Connect.

• Dashboard Overview

- Tasks

- Cases

- Diary

• Create a client
• Create a case
• Full Fact Find
• Create Scenarios - Mortgage
• Eligibility
• Protection
• Calculators
• Documents & Admin
• Total Cost Summary
• Affordability Review
• Esis Generation
• Suitability Letters
• Recommend
• Apply - Lender Connect Introduction / Video
• Implement
• Admin
• Mortgage & Protection Implementation
• Case status
• Dates - Application Tab
• Commission & Proc Fees
• Rate End Date
• Case Summary Screen - Case Benchmarks (show auto & manual document upload)
• General Tasks Demo - Create a task
• Diary Demo - Show a diary entry
• Case Documents
• Client Portal
• Giving the client access
• How to upload a document to the portal for digital signatures and explain
• Two way document upload and messaging
• CRM
• Reports / Xports - Pipeline, Commission, Reate End date
• Audit Trail

Dates and times

Select a date and book online

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

The Top Tips webinar has been designed specifically for users who use The Trigold Prospector system, or who feel they need a refresher.

Session info
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

The session 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 an ROS report
• Enhanced Buy to let and associated filters
• Remortgage & Product Transfer sourcing
• Calculators

Dates and times

Select a date and book online

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

A look into our website, webtool and integration functionality. Specific tools to enable you to serve customers online to compliment your existing business practices.

The session will cover the following:

• Demo of new sites and tools
• Discover D2C capabilities
• XPM integration

Dates and times

Select a date and book online

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