Training United Kingdom

Continuous development for you and your business throughout the UK.

No-one knows our software better than we do, and we really understand the specialist needs of financial services businesses like yours.

We'll work with you to ensure everyone within your business is able to use the system effectively. We offer a wide choice of training options to suit everybody including role-based and module-based training, and a variety of delivery methods.

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 on this page.

Xplan - New User Core - Classroom

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 charged at £150 + VAT per delegate.

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
29-10-2019 - Warwick - Time: 09.30 - 15.30
30-10-2019 - London - Time: 09.30 - 15.30
05-11-2019 - Warwick - Time: 09.30 - 15.30
26-11-2019 - Warwick - Time: 09.30 - 15.30
04-12-2019 - Warwick - Time: 09.30 - 15.30
10-12-2019 - London - Time: 09.30 - 15.30
11-12-2019 - Warwick - Time: 09.30 - 15.30
18-12-2019 - Warwick - Time: 09.30 - 15.30

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

Xplan - Next Steps - Classroom

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 charged at £150 + VAT per delegate.

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
06-11-2019 - Warwick - Time: 09.30 - 15.30
27-11-2019 - Warwick - Time: 09.30 - 15.30
05-12-2019 - Warwick - Time: 09.30 - 15.30
11-12-2019 - London - Time: 09.30 - 15.30

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

Xplan - Site Management - Classroom

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 charged at £150 + VAT per delegate.

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
07-11-2019 - Warwick - Time: 09.30 - 15.30

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

Xplan - Cashflow - Classroom

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 charged at £150 + VAT per delegate.

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
12-11-2019 - London - Time: 09.30 - 15.30
19-11-2019 - Warwick - Time: 09.30 - 15.30
03-12-2019 - London - Time: 09.30 - 15.30
12-12-2019 - Warwick - Time: 09.30 - 15.30

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

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 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.

Adviser Office - Back to Basics

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.

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

06-11-2019 - Warwick - Time: 09.30 - 15.30

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

Adviser Office - Business Management

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.

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
14-11-2019 - London - Time: 09.30 - 15.30
28-11-2019 - Warwick - Time: 09.30 - 15.30

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

The Exchange - Protection Overview - Webinar

The Exchange Protection Overview webinar has been designed to offer new & existing users a complete overview and demonstration of the Exchange and the services that are available to them.

Session info
The Exchange Protection Overview webinar has been designed to offer new & existing users a complete overview and demonstration of The Exchange and the services that are available to them. The webinar shows how to source all of the protection products that are available on the exchange, how to generate and research products and also how to apply for the products using our electronic new business application process

Learning objectives from the session

  • How to Navigate the Exchange
  • How to generate quotations
  • How to produce comparisons
  • How to produce personalised illustrations
  • How to apply electronically

Dates and times

04-11-2019 - Online webinar - Time: 11.00
11-11-2019 - Online webinar - Time: 11.00
18-11-2019 - Online webinar - Time: 11.00
02-12-2019 - Online webinar - Time: 11.00

Select a date and book online

Xplan Mortgage - Demo - Webinar

The Xplan Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

Take a guided tour of Xplan Mortgage.
The webinar will take you through each of the modules which Xplan Mortgage has to offer; from Mortgage sourcing (including Second Charge) to Protection sourcing,  combined with our intuitive Mortgage Advice module - all available on one platform.

Dates and times
06-11-2019 - Online webinar - Time: 11.00 - 12.00
13-11-2019 - Online webinar - Time: 11.00 - 12.00
20-11-2019 - Online webinar - Time: 11.00 - 12.00
27-11-2019 - Online webinar - Time: 11.00 - 12.00
04-12-2019 - Online webinar - Time: 11.00 - 12.00
11-12-2019 - Online webinar - Time: 11.00 - 12.00

Select a date and book online

Trigold - Setup & Sourcing - Webinar

The Setup & Sourcing webinar has been designed specifically for users who are new to the Trigold Prospector system, or who feel they need a refresher.

Session info
The Setup & Sourcing webinar has been designed specifically for users who are new to the Trigold Prospector system, or who feel they need a refresher. We will cover everything you need to get you started with our complete end-to-end system for mortgage advice. Including, but not restricted to how to update Trigold Prospector, browse both intermediary & direct to lender products, as well as sourcing for purchase, re-mortgage, shared ownership, first-time buyer, Buy to Let & Help to Buy products.

Learning objectives from the session

  • How to set up Trigold Prospector
  • How to update Trigold Prospector
  • How to create your own panel of lenders
  • How to Browse Products and Lenders
  • How to create a client
  • How to generate a KFI

Dates and times
07-11-2019 - Online webinar - Time 11.00
14-11-2019 - Online webinar - Time 11.00
21-11-2019 - Online webinar - Time 11.00
28-11-2019 - Online webinar - Time 11.00

Select a date and book online

Xplan Mortgage - CRM Single Site - Bespoke

This session aims to teach participants how to efficiently navigate Xplan CRM Module, understanding its functionalities including entering client and policy data and cross referencing this with Xplan Mortgage. Participants will be able to manage clients using Xplan’s CRM (Client Relationship Management) tools and also look at some site administration elements such as templates setting up users and access levels.

This session aims to teach participants how to efficiently navigate Xplan CRM Module, understanding its functionalities including entering client and policy data and cross referencing this with Xplan Mortgage. Participants will be able to manage clients using XPLAN’s CRM (Client Relationship Management) tools and also look at some site administration elements such as templates setting up users and access levels.

Agenda: 

  • Compare and Navigate Dashboards in Xplan Mortgage and CRM Module
  • Navigate the Client Dashboard in CRM and find corresponding information added via Xplan Mortgage
  • View at a higher level: Diary Events/ Tasks/ Document Notes
  • Create Task Templates for Tasks for consistency
  • Produce MI and Reports: Build and run an Advanced Search/ Build and run an Xport
  • Create and Manage Campaigns
  • Review Audit Trails
  • Manage Client Complaints
  • Create Leads
  • Create/Amend Suitability and Demands and Needs Templates (changing font size & type and /or the standard paragraphs in Doc Library)
  • Add and manage new users/leavers / password policies/Access

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. 

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

  • Basic Microsoft skills
  • Familiarisation with the Xplan's Mortgage overlay

After completing this session, participants will be able to:

  • Navigate XPLAN
  • Basic Client Searches
  • Create a New Prospect
  • Add a Lead
  • Update Client’s Information
  • Produce a Factfind
  • Complete the Attitude to Risk
  • Produce a Suitability Report
  • Add an Asset and Pension
  • Add a New Business Event
  • Link the Portfolio Account to the Asset and Pension
  • Use the CRM tools available in Xplan:
    Diary management
    Client Documentation
    Tasks and Workflow
    Emails
  • Set a Client Review

Cost
Bespoke Onsite Training is charged at £875 + vat per day with a maximum of 10 delegates

Cancellation policy
Please note 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 as a charge (£875+ vat per day onsite) 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

Booking
Please note if you wish to book this Training please contact traininguk@iress.com or scroll down to fill in the enquiry form below.

Xplan Mortgage - Multi Site - Bespoke

This session aims to teach participants how to efficiently navigate Xplan CRM Module, understanding its functionalities including entering client and policy data and cross referencing this with XPLAN Mortgage. Participants will be able to manage clients using Xplan’s CRM (Client Relationship Management).

This session aims to teach participants how to efficiently navigate Xplan CRM Module, understanding its functionalities including entering client and policy data and cross referencing this with Xplan Mortgage. Participants will be able to manage clients using Xplan’s CRM (Client Relationship Management). 

Agenda:

  • Compare and Navigate Dashboards in Xplan Mortgage and the CRM Module
  • Add information into Xplan Mortgage to compare in CRM
  • Navigate the Client Dashboard in CRM and find corresponding information added via Xplan Mortgage
  • View at a higher level: Diary Events/ Tasks/Document Notes
  • Create Task Templates for consistency
  • Produce MI and Reports: Build and run an Advanced Search/ Build and run an Xport
  • Create and Manage Campaigns
  • Review Audit Trails
  • Manage Client Complaints
  • Create and Manage Leads

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. 

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

  • Basic Microsoft skills
  • Familiarisation with the Xplan Mortgage overlay

After completing this session, participants will be able to:

  • Navigate Xplan
  • Basic Client Searches
  • Create a New Prospect
  • Add a Lead
  • Update Client’s Information
  • Produce a Factfind
  • Complete the Attitude to Risk
  • Produce a Suitability Report
  • Add an Asset and Pension
  • Add a New Business Event
  • Link the Portfolio Account to the Asset and Pension
  • Use the CRM tools available in Xplan:
    Diary management
    Client Documentation
    Tasks and Workflow
    Emails
  • Set a Client Review
  • Navigate Xplan
  • Basic Client Searches
  • Create a New Prospect
  • Add a Lead
  • Update Client’s Information
  • Produce a Factfind
  • Complete the Attitude to Risk
  • Produce a Suitability Report
  • Add an Asset and Pension
  • Add a New Business Event
  • Link the Portfolio Account to the Asset and Pension
  • Use the CRM tools available in Xplan:
    Diary management
    Client Documentation
    Tasks and Workflow
    Emails
  • Set a Client Review

Cost
Bespoke Onsite Training is charged at £875 + vat per day with a maximum of 10 delegates

Cancellation policy
Please note 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 as a charge (£875+ vat per day onsite) 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

Booking
Please note if you wish to book this Training please contact traininguk@iress.com or scroll down to fill in the enquiry form below.

Xplan Mortgage - Standalone - Bespoke

This session aims to teach participants how to efficiently navigate Xplan Mortgage, understanding its functionalities including entering client sourcing mortgage and protection quotes, producing factinds, KFIs and Suitability/Demands and Needs letters. Participants will be able to complete the advice journey for both Mortgages and Protection in this session.

This session aims to teach participants how to efficiently navigate Xplan Mortgage, understanding its functionalities including entering client sourcing mortgage and protection quotes, producing factinds, KFIs and Suitability/Demands and Needs letters. Participants will be able to complete the advice journey for both Mortgages and Protection in this session.

Agenda:

  • Navigate Xplan Mortgage
  • Add and search for a Client
  • Complete the Factfind
  • Quick Source Mortgage /  Protection quotes
  • Add a Requirement for Mortgage / Protection
  • Add a Case for  Mortgage / Protection
  • Complete a Case
  • Generating Illustrations
  • Viewing Product Information
  • Implementing Plans
  • Use Task, Notes and Diary Management for client relationships
  • Run through scenarios – Such as Porting, Re-mortgage and Buy to Let

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. 

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

  • Basic Microsoft skills
  • Familiarisation with the Xplan Mortgage overlay

After completing this session, participants will be able to:

  • Navigate Xplan
  • Basic Client Searches
  • Create a New Prospect
  • Add a Lead
  • Update Client’s Information
  • Produce a Factfind
  • Complete the Attitude to Risk
  • Produce a Suitability Report
  • Add an Asset and Pension
  • Add a New Business Event
  • Link the Portfolio Account to the Asset and Pension
  • Use the CRM tools available in Xplan:
    Diary management
    Client Documentation
    Tasks and Workflow
    Emails

Cost
Bespoke Onsite Training is charged at £875 + vat per day with a maximum of 10 delegates

Cancellation policy
Please note 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 as a charge (£875+ vat per day onsite) 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

Booking
Please note if you wish to book this Training please contact traininguk@iress.com or scroll down to fill in the enquiry form below.

XPLAN Mortgage Top 10 Tips

The XPLAN Mortgage Top 10 Tips webinar is designed to give existing and new advisers the top 10 ways to ensure you are using the system to its full potential.

Session info
The webinar will show a number of tips to help you get the most out of the system

Learning objectives from the session

  • How to include protection sourcing and apply electronically
  • Sourcing transparency to align results with Trigold
  • How to add a comparison requirement and compare products 
  • How to add fees to your results
  • How to use mortgage calculators
  • Total to pay settings 
  • Sourcing using initial term settings
  • Sourcing for second charge and product transfers 
  • Sourcing preferences and broker fees set up 
  • How to source a company BTL

Dates and times

18-11-2019 - Online webinar - Time: 10.00

Select a date and book online

The Exchange Top 10 Tips

The Exchange top 10 tips webinar has been designed to give existing and new advisers the top 10 ways to ensure you are using the system to its full potential.

Session info
The webinar will show a number of tips to help you get the most out of the system.

Learning objectives from the session

  • My Preferences and Quick Policies
  • How to apply electronically
  • How to source intelligent quotes
  • How to source partially underwritten quotes
  • How to source dual life quotes
  • How to source relevant life
  • How to source multi policy/multi benefit quotes 
  • Getting the most from the quote results 
  • Help and Document Library
  • Additional services 

Dates and times

25-11-2019 - Online webinar - Time: 10.00

Select a date and book online

Book your training

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