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

Due to Coronavirus we have temporarily cancelled any face to face training and in it's place we have scheduled online webinars.

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.

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 session's can be totally tailored around your exact business requirements and are suitable for up to 10 delegates.

Booking
To make an enquiry, 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 2 sessions lasting 2 hours each session across 1 day. We advise you to attend both sessions as this is a complete course. 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.

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 a lead
  • How to add a partner record (or link to an existing record)
  • Update Client Information and produce a Factfind
  • Add an investment
  • Add a New Business Event
  • Add a lodgement to CommPay

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

  • Document Notes
  • Tasks
  • Diary Management and emails
  • Letter Wizard / Document Templates
  • Management reports (New Business Event) and bulk functionality

Dates and Times

We have a limited amount of 8 spaces per course, so please register your interest on the booking form below and we will be in touch if we can't facilitate your request.

1st Session: 09.30 - 11.30
2nd Session: 13.30 - 15.30

  • 28-09-2020 - WEBINAR - FULL
  • 05-10-2020 - WEBINAR
  • 13-10-2020 - WEBINAR
  • 19-10-2020 - WEBINAR - FULL
  • 27-10-2020 - WEBINAR

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 advise you to attend both sessions as this is a complete course. 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

We have a limited amount of 8 spaces per course, so please register your interest on the booking form below and we will be in touch if we can't facilitate your request.

1st Session: 09.30 - 11.30
2nd Session: 13.30 - 15.30

  • 24-09-2020 - WEBINAR - FULL
  • 30-09-2020 - WEBINAR - FULL
  • 07-10-2020 - WEBINAR - FULL
  • 14-10-2020 - WEBINAR
  • 21-10-2020 - WEBINAR
  • 29-10-2020 - WEBINAR - 3 spaces remaining

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

Xplan - Site Administration

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

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

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 1/2 hours and will be delivered across 1 day. We advise you to attend both sessions as this is a complete course. 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 is required.

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

We have a limited amount of 8 spaces per course, so please register your interest on the booking form below and we will be in touch if we can't facilitate your request.

1st Session: 09.00 - 11.30
2nd Session: 12.30 - 15.00

  • 15-10-2020 - WEBINAR

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.

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 advise you to attend both sessions as this is a complete course. 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 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

We have a limited amount of 8 spaces per course, so please register your interest on the booking form below and we will be in touch if we can't facilitate your request.

1st Session: 10.00 - 12.00
2nd Session: 14.00 - 16.00

  • 29-09-2020 - WEBINAR
  • 08-10-2020 - WEBINAR
  • 22-10-2020 - WEBINAR

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

Xplan - Creating Templates

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

This course is for any user requiring to build Templates and has the capability settings to do so. If you are a Managed Service Client, Single Site/Own Site we recommend you attend the Site Administation Course .

The primary focus is as follows:

  • Efficiently create and manage templates in your Xplan site

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 Xmerge document to upload into Xplan.

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.

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

This webinar is delivered in one session, lasting 2 1/2 hours. 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

We have a limited amount of 8 spaces per course, so please register your interest on the booking form below and we will be in touch if we can't facilitate your request.

Session: 09.30 - 12:00

  • 09-10-2020 - WEBINAR -FULL
  • 23-10-2020 - WEBINAR - 3 spaces remaining

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

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
04-08-2020 - Time: 10.30 - 11.30 am
01-09-2020 - Time: 10.30 - 11.30 am
06-10-2020 - Time: 10.30 - 11.30 am
03-11-2020 - 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
05-08-2020 - Time: 10.30 - 12.00
02-09-2020 - Time: 10.30 - 12.00
07-10-2020 - Time: 10.30 - 12.00
04-11-2020 - 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
28-07-2020 - Time: 10.30 - 12.00
25-08-2020 - Time: 10.30 - 12.00
22-09-2020 - Time: 10.30 - 12.00
27-10-2020 - 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
26-08-2020 - Time: 10.30 - 12.00
23-09-2020 - Time: 10.30 - 12.00
28-10-2020 - Time: 10.30 - 12.00
25-11-2020 - 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
11-08-2020 - Time: 10.30 - 11.30 am
08-09-2020 - Time: 10.30 - 11.30 am
13-10-2020 - Time: 10.30 - 11.30 am
10-11-2020 - 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
12-08-2020 - Time: 10.30 - 11.30 am
09-09-2020 - Time: 10.30 - 11.30 am
14-10-2020 - Time: 10.30 - 11.30 am
11-11-2020 - 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
18-08-2020 - Time: 10.30 - 11.30 am
15-09-2020 - Time: 10.30 - 11.30 am
20-10-2020 - Time: 10.30 - 11.30 am
17-11-2020 - 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
19-08-2020 - Time: 10.30 - 11.00 am
16-09-2020 - Time: 10.30 - 11.00 am
21-10-2020 - Time: 10.30 - 11.00 am
18-11-2020 - 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.