Build relationships that transform your business.
Faster, smarter trading for firms of every size.
Technology for higher performance.
A better mortgage experience for everyone.
Helping you find & apply for the right products for your clients.
Fund administration to member advice - and everything in between.
Continuous development for you and your business throughout the UK.
Please let us know which courses you are interested in and our team will let you know what dates are available for you to book your training session on and we will then confirm the details.
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
How to Book
Please click the email address or use the booking form (at the bottom of the page)to let us know what course or courses you are interested in attending. We will then let you know what dates are available so that you can choose the date that best suits you to attend.
Webinar Sessions
Webinar sessions are aimed at new users or existing users needing a refresher. These webinars comprise comprehensive training on particular modules. We have a limited amount of 8 delegate spaces per course date. Our courses fill quickly so you should book as soon as you can, please email traininguk@iress.com and we will do our best to cater to your needs.
Most of our webinars are a days training but are split into two sessions lasting two hours each. We need you to attend both sessions as this is a complete course. We will work through the course giving you the chance to learn by a hands-on approach and with the ability to ask questions in order to apply your knowledge using various scenarios.
Cost
Free of charge.
Cancellation policy
As a courtesy we ask if you can no longer attend the desired course, please can you email us to let us know traininguk@iress.com
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
In this session we will share ideas and best practice on how to get the most out of the onboarding fact find using both Xplan and Client Portal.
We will also demonstrate how you can enable your clients to set their own agenda via the Client Portal, ahead of a review meeting.
How to Book
Please click the email address or use the booking form to let us know what course or courses you are interested in attending. We will then let you know the available dates that you can attend.
Session info
We’ll show you how to use Xplan to its full potential so that you come away with the knowledge and understanding to make every working day easier and more effective. With a great range of training options from basic to advanced and a variety of delivery methods, everyone can get the Xplan training they need, the way they want it.
Usually, our one-day sessions are delivered on-site at your offices while our shorter sessions are delivered directly via webinar. As we are unable to deliver face to face training for the time being we are able to offer webinar sessions instead.
The sessions can be totally tailored around your exact business requirements and are suitable for up to 8 delegates.
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
How to Book
Please click the email address or use the booking form to let us know what course or courses you are interested in attending.
Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.
This session is the introduction to Xplan and the first step of the training journey. We recommend you then attend the Next Steps session as well as relevant webinars and videos to build on these foundations.
The session aims to teach participants how to:
Requirements
There is no pre-requisite for attending this session.
Session 1 - After completing this course, participants will be able to:
Session 2 - After completing this course, participants will be able to understand and use:
Timings
You are required to attend both sessions on the same day:
1st Session: 09.30 - 11.30
2nd Session: 13.30 - 15.30
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
Sessions
How to Book
Please click the email address or use the booking form to let us know what course or courses you are interested in attending.
Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.
This session has been developed as a follow on to New User Core. It is aimed at users who are involved in the servicing elements on Xplan.
The session aims to teach participants how to:
Requirements
Please note it is mandatory for all attendees to complete the Xplan New User Core training session. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.
Timings
You are required to attend both sessions on the same day:
1st Session: 09.30 - 11.30
2nd Session: 13.30 - 15.30
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
Sessions
How to Book
Please click the email address or use the booking form to let us know what course or courses you are interested in attending.
Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.
This course is for those clients who have their own single Xplan site and have access to areas such as system settings, administering groups and users etc. If you are a Managed Services client, which means Iress manages your site administration for you, then you do not need to attend this course and we would recommend you attend the Creating Templates in Xplan course.
The session aims to teach participants how to:
Requirements
Completion of the New User Core course is required.
Timings
You are required to attend both sessions on the same day:
1st Session: 09.00 - 11.30
2nd Session: 12.30 - 15.00
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
Sessions
How to Book
Please click the email address or use the booking form to let us know what course or courses you are interested in attending.
Please note this course is made up of two training sessions and both must be attended on the same day. The times are displayed in the Timing section.
The session aims to teach participants how to:
It is recommended for those wanting to be able to build and/or present CashFlow on XTools.
Each session has clear learning objectives. These are met through exercises and real-life scenarios. Trainees are introduced to Xplan with initial training. Following initial training, trainees would then follow the modular-based learning programme suitable for their roles.
All of our Training Team have a Financial Services background and are fully accredited trainers to help you get the most benefit from the training.
Requirements
Please note it is mandatory for all attendees to complete the Xplan New User Core classroom training session prior to attending this training.
Timings
You are required to attend both sessions on the same day:
1st Session: 10.00 - 12.00
2nd Session: 14.00 - 16.00
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
Sessions
How to Book
Please click the email address or use the booking form to let us know what course or courses you are interested in attending.
This course is for any user requiring to build Templates and efficiently create and manage templates in your Xplan site. You must have the capability settings to do so. If you are a Managed Service Client, Single Site/Own Site we recommend you attend the Site Administration Course.
The session aims to teach participants how to:
Templates are a great way to allow users to save frequently used layouts, to avoid having to recreate them. Many elements can be inserted into templates such as types, subtypes, descriptions, hyperlinks, images and text etc. Templates can help reduce time and rekeying and allow consistency throughout the business. This course is designed to show how to successfully create templates in your Xplan site.
Recommended for:
All Xplan Users who have the capability to create templates.
Requirements
Previous knowledge of Xplan New User Core is required.
Timings
Session: 09.30 - 12:00
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
Sessions
Adviser Office training team can offer a bespoke training programme to suit your business requirements.
How to Book
Please click the email address or use the booking form to let us know what course or courses you are interested in attending. We will then let you know the available dates that you can attend.
Session info
We’ll show you how to use Adviser Office to its full potential so that you come away with the knowledge and understanding to make every working day easier and more effective. With a great range of training options from basic to advanced and a variety of delivery methods, everyone can get the Adviser Office training they need, the way they want it.
Bespoke Webinar Training
Tell us what you need training on and we'll deliver it live and direct to your desktop. No maximum delegate number. This session can be totally tailored around your exact business requirements.
Booking
Please fill in the booking form at the bottom of this page or for further details about this session please email traininguk@iress.com
Ensure you select the dates and session that best suit your needs. Our team will confirm the details after your registration.
Designed for existing users, providing an overview and demo of the software and services available. This webinar will cover:
If you require additional or specific details about this session please email sourcingadoption@iress.com
An opportunity to review some of our ‘top tips’ when using The Exchange.
This session is ideal for new and existing users and includes (but not limited to) the following functionality:
If you require additional or specific details about this session please email sourcingadoption@iress.com
Trigold has been around for a few years and you may not know (or may have forgotten) some of its most useful features. Ideal for new or existing users after a refresh
This webinar will highlight some of its most important functionality including (but not limited to):
If you require additional or specific details about this session please email sourcingadoption@iress.com
An opportunity for the team to highlight the additional benefits of moving from Trigold to Xplan Mortgage. The team will show you how to do all of your normal sourcing functionality within XPM and also what additional features the new system has to offer.
If you require additional or specific details about this session please email sourcingadoption@iress.com
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:
If you require additional or specific details about this session please email sourcingadoption@iress.com
An open session is available to anyone who has questions and queries regarding The Exchange.
Forgotten how to source properly, don’t know how to retrieve old quotes - use this session to ask any questions of our expert Training team.
If you require additional or specific details about this session please email sourcingadoption@iress.com
An open session is available to anyone who has questions and queries regarding Xplan Mortgage. Forgotten how to source properly, don’t understand your results, need to better understand how to use the filters - use this session to ask any questions of our expert Training team.
If you require additional or specific details about this session please email sourcingadoption@iress.com
An opportunity to meet the product team who own and run The Exchange.
This session will outline some of the upcoming developments and proposition enhancements and is also an opportunity to provide feedback on areas that you would like to see the portal include in their plans.
If you require additional or specific details about this session please email sourcingadoption@iress.com
An opportunity to meet the product team who own and run Trigold and Xplan Mortgage.
This session will outline some of the upcoming developments and proposition enhancements and is also an opportunity to provide feedback on areas that you would like to see the portal include in their plans.
If you require additional or specific details about this session please email sourcingadoption@iress.com
We can deliver training to fit your specific needs - from large groups and multiple sessions to customised training designed specifically for you and your business. To get started, let us know your requirements by completing the form below.
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.