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 aims to teach participants how to efficiently navigate XPLAN, understanding its functionalities including entering client and policy data, and managing clients using XPLAN’s 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
17-07-2019 - Warwick - Time: 10.00 - 16.00
24-07-2019 - London - Time: 10.00 - 16.00
30-07-2019 - Warwick - Time: 10.00 - 16.00
06-08-2019 - Warwick - Time: 10.00 - 16.00
20-08-2019 - Warwick - Time: 10.00 - 16.00
28-08-2019 - London - Time: 10.00 - 16.00

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

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
18-07-2019 - Warwick - Time: 10.00 - 16.00
25-07-2019 - Warwick - Time: 10.00 - 16.00
07-08-2019 - Warwick - Time: 10.00 - 16.00
21-08-2019 - Warwick - Time - 10.00 - 16.00
29-08-2019 - Warwick - Time - 10.00 - 16.00

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 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
11-07-2019 - Warwick - Time: 10.00 - 16.00
15-08-2019 - Warwick - Time: 10.00 - 16.00

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 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
09-07-2019 - Warwick - Time: 10.00 - 16.00
23-07-2019 - London - Time: 10.00 - 16.00
13-08-2019 - Warwick - Time: 10.00 - 16.00
22-08-2019 - London - Time: 10.00 - 16.00

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

This session covers all aspects of the CommPay revenue back office system. Learn how to produce reports, set up payments periods and understand remuneration models.

The session aims to teach participants how to:
Produce reports, set up payments periods and understand remuneration models. By the end of the training you’ll be creating new Suppliers (Providers) and Products, and even editing current ones. 

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.

After completing this session, participants will be able to:

• Setting Payment Periods
• Set up Contacts and Accounts for new Users and Introducers (Referrers) and edit existing ones
• Remuneration Models & Revenue Links
• View and Search for Clients and their Policy and Revenue details
• Process Revenue Statements both Manually and Electronically
• Understand the Suspense Rules and how to move Policy Revenue from the Suspense Account by adhering to those rules
• Process Transactions, Close the Revenue Period and view the reports associated with this procedure
• Reporting and Searching
• Create new Suppliers (Providers) and Products and edit current ones

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 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
Please note it is mandatory for all attendees to complete the Xplan New User Core classroom training session and viewed the CommPay Lodgements webinar before attending the CommPay classroom 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
Iress Office
45 King William Street
London
EC4R 9AN
Map

Dates
21-08-2019 - London - Time: 10.00 - 16.00

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.

Driven by User feedback, Release 12.4 of Adviser Office has seen a complete overhaul of the existing Letter Writer functionality, resulting in a new module which provides the pre 12.4 functionality and many new enhancements. This Training Academy will teach you how to get the most out of the more advanced new functionality that 12.4 provides.

Session info
The IRESS Adviser Office Training Team would like to invite you to an Adviser Office training session. Driven by User feedback, Release 12.4 of Adviser Office has seen a complete overhaul of the existing Letter Writer functionality, resulting in a new module which provides the pre 12.4 functionality and many new enhancements. This Training Academy will teach you how to get the most out of the more advanced new functionality that 12.4 provides.

Recommended for: Experienced Users.
Prerequisites: Good working knowledge of Letter Writer.
Duration: 2 1/2 hours, chose either 9.30am - 12pm or 1pm - 3.30pm.
Cost: £200 + VAT per delegate.

Please note
This is a group training session open to all Adviser Office users and will follow a set agenda. If you require training on a specific topic and would prefer a bespoke session, please get in touch.

Car Parking (Warwick & Leatherhead only):
Parking Spaces in Warwick & Leatherhead 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 on the form below and with any last minute requests, we may not be able to accommodate you.

In this training academy, we will work through real-life examples to help you understand the practical applications of:

• Tables - Creation and population of tables - Use of the options available within the table functionality such as repeating tables, distinct tables, advanced SQL clauses.
• Fact Finds - Understand the capability to build your own Fact Find using tables and merge codes.
• Style Sheets - Use of style sheets to brand your documents to include fonts, colours and logos.
• Invoicing - Creation of Invoice templates, remittance advice and covering letters for production individually and in bulk.
• Standard Paragraphs - Creation and use of standard paragraph functionality - Use of merge fields and images.
• Email - Understand how to email correspondence to the client using the new email templates.
• Future Enhancements - A high-level overview of what is coming next with Letter Writer.
• Top 10 Tips - Top 10 Tips from our Product Expert.

Location
Iress Office
45 King William Street
London
EC4R 9AN
Map

DoubleTree by Hilton City Centre
34 Bread Street
Edinburgh
EH3 9AF
Map

Iress Office
1 Kingmaker Court
Warwick Technology Park
Gallows Hill
Warwick
CV34 6DY
Map

Holiday Inn Brighouse (Leeds)
Clifton Village
West Yorkshire
Brighouse
HD6 4HW
United Kingdom
Map

DoubleTree by Hilton Bristol North
Woodlands Lane
Bradley Stoke
Bristol
BS32 4JF
Map

Iress Office
Leatherhead House,
Station Rd, Leatherhead
KT22 7ET
Map

Dates
12-09-2019 - London - Time: 9.30 - 12.00
12-09-2019 - London - Time: 13.00 - 15.30
17-09-2019 - Edinburgh - Time 9.30 - 12.00
17-09-2019 - Edinburgh - Time 13.00 - 15.30
19-09-2019 - Warwick - Time 9.30 - 12.00
19-09-2019 - Warwick - Time 13.00 - 15.30
24-09-2019 - Leeds/Brighouse - Time: 9.30 - 12.00
24-09-2019 - Leeds/Brighouse - Time: 13.00 - 15.30
01-10-2019 - Bristol - Time: 9.30 - 12.00
01-10-2019 - Bristol - Time: 13.00 - 15.30
03-10-2019 - Leatherhead - Time: 9.30 - 12.00
03-10-2019- Leatherhead - Time: 13.00 - 15.30

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

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
08-07-2019 - Online webinar - Time: 11.00
15-07-2109 - Online webinar - Time: 11.00
22-07-2019 - Online webinar - Time: 11.00
29-07-2019 - Online webinar - Time: 11.00
05-08-2019 - Online webinar - Time: 11.00
12-08-2019 - Online webinar - Time: 11.00
19-08-2019 - Online webinar - Time: 11.00
26-08-2019 - Online webinar - Time: 11.00
02-09-2019 - Online webinar - Time: 11.00
09-09-2019 - Online webinar - Time: 11.00
16-0962019 - Online webinar - Time: 11.00
23-09-2019 - Online webinar - Time: 11.00
30-09-2019 - Online webinar - Time: 11.00
07-10-2019 - Online webinar - Time: 11.00
14-10-2019 - Online webinar - Time: 11.00
21-10-2019 - Online webinar - Time: 11.00
28-10-2019 - Online webinar - Time: 11.00
04-11-2019 - Online webinar - Time: 11.00
11-11-2019 - Online webinar - Time: 11.00
18-11-2019 - Online webinar - Time: 11.00
25-11-2019 - Online webinar - Time: 11.00
02-12-2019 - Online webinar - Time: 11.00
09-12-2019 - Online webinar - Time: 11.00
16-12-2019 - Online webinar - Time: 11.00

Select a date and book online

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 apply filters and add multiple requirements
• How to generate a KFI
• How to create a Suitability letter

Dates and times

04-07-2019 - Online webinar - Time: 11.00
11-07-2019 - Online webinar - Time: 11.00
18-07-2019 - Online webinar - Time: 11.00
25-07-2019 - Online webinar - Time: 11.00
01-08-2019 - Online webinar - Time 11.00
08-08-2019 - Online webinar - Time 11.00
15-08-2019 - Online webinar - Time 11.00
22-08-2019 - Online webinar - Time 11.00
29-08-2019 - Online webinar - Time 11.00
05-09-2019 - Online webinar - Time 11.00
12-09-2019 - Online webinar - Time 11.00
19-09-2019 - Online webinar - Time 11.00
26-09-2019 - Online webinar - Time 11.00
03-10-2019 - Online webinar - Time 11.00
10-10-2019 - Online webinar - Time 11.00
17-10-2019 - Online webinar - Time 11.00
24-10-2019 - Online webinar - Time 11.00
31-10-2019 - Online webinar - Time 11.00
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
05-12-2019 - Online webinar - Time 11.00
12-12-2019 - Online webinar - Time 11.00
19-12-2019 - Online webinar - Time 11.00

Select a date and book online

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.

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.

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.

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
17-07-2109 - Online webinar - Time: 11.00 - 12.00
24-07-2109 - Online webinar - Time: 11.00 - 12.00
31-07-2109 - Online webinar - Time: 11.00 - 12.00
07-08-2019 - Online webinar - Time: 11.00 - 12.00
14-08-2019 - Online webinar - Time: 11.00 - 12.00
21-08-2019 - Online webinar - Time: 11.00 - 12.00
28-08-2019 - Online webinar - Time: 11.00 - 12.00
04-09-2019 - Online webinar - Time: 11.00 - 12.00

Select a date and book online