Training United Kingdom

Continuous development for you and your business throughout the UK.

The courses listed below can be booked via sending us an email or completing the form and the bottom of the page to register your interest in the training sessions you want.

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

Booking Policies

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

Using Xplan & Client Portal for Onboarding FactFind and Review

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.

Select a date and book online

Xplan - Bespoke

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

Xplan - New User Core

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:

  • Efficiently navigate Xplan.
  • Understand its functionalities including entering client and policy data.
  • Manage clients using Xplan CRM (Client Relationship Management) tools.

Requirements

There is no pre-requisite for attending this session.

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 Fact find
  • 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

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

  • Wednesday, 3 March (Fully Booked)
  • Monday, 8 March
  • Tuesday, 16 March
  • Thursday, 25 March
  • Wednesday, 31 March

Xplan - Next Steps

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:

  • The valuation process - updating the 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.

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

  • Thursday, 4 March (Fully Booked)
  • Wednesday, 10 March
  • Friday, 19 March
  • Friday, 26 March
  • Thursday, 1 April

Xplan - Site Administration (Only for clients that administer their own site)

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:

  • Introduction to Site & System Settings
  • Creating Access Levels
  • Capabilities & Licences
  • Administer Users
  • Administer Groups
  • Login Settings
  • Terminating a User

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

  • Thursday, 25 February
  • Monday, 29 March

Xplan - Cashflow

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:

  • 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.

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

  • Wednesday, 17 March

Xplan - Creating Templates

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:

  • Email templates.
  • Task templates.
  • Diary templates.
  • Document Note templates.
  • Managed Field Content.
  • Create a basic Thread.
  • Create a basic Xport Report.

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

  • Thursday, 11 March (Fully Booked)
  • Tuesday, 23 March

Adviser Office - Bespoke

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

The courses listed below can be booked via a Zoom registration booking form.

Ensure you select the dates and session that best suit your needs. Our team will confirm the details after your registration.

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 the 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

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

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:

  • 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

Select a date and book online

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

Trigold - top tips

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):

  • 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

Select a date and book online

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

Trigold to Xplan Mortgage ‘the benefits’

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.

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

Select a date and book online

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

The Exchange - surgery

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.

Select a date and book online

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

Xplan Mortgage - surgery

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.

Select a date and book online

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

Meet the product owner - The Exchange

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.

Select a date and book online

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

Meet the product owner - Xplan Mortgage | Trigold

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.

Select a date and book online

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

Xplan and Adviser Office booking requirements

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.