Training South Africa

Continuous development for you and your business throughout South Africa.

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.

Information for all courses

  • Sessions are free to all Xplan licensed users and only Xplan licensed users may attend.
  • FPI members can now claim CPD points for attending Xplan training

Xplan - New user admin

A face-to-face classroom based workshop designed to help you get the most from Xplan.

Who should attend
Administrators, Financial Planners, Para-planners.

Pre-requisite
Workshops require either admin or adviser knowledge depending on type of session
you can view the Video Tutorials published in Xplan Help (eLearning tutorials > Workshops > New User Training)

Workshop content

  • Understanding the Navigation
  • Setting up and using the User Dashboard
  • How to Add a Client
  • Going through the Client Menu
  • Working with the Client List and Filters
  • Generating Management Reports

Locations
Johannesburg
Building Three, 2929 on Nicol,
2929 William Nicol Drive,
Bryanston, Sandton.
Map

Durban
No 3 The Terrace, Westway Office Park,
Spine Road, Westville, Durban, 3630
Map

Cape Town
5th Floor, Montclare Road,
35 Main Road, Claremont
Map

Dates
08-10-2019 - Cape Town - Time: 10.00 - 12.00
05-11-2019 - Durban - Time: 10.00 - 12.00
05-11-2019 -Johannesburg - Time: 10.00 - 12.00

Xplan - Practice management communication methods - Classroom

A face-to-face classroom based workshop designed to help you get the most from Xplan.

Who should attend
Administrators

Workshop content

  • Performing Searching on Xplan
  • Quick Search
  • Advanced Searching – single search & multiple search criteria
  • Using Mailing Lists and Categories to search for clients
  • Understanding the filters on the Client List page
  • Setting up email and SMS templates using syntax
  • Setting up the Birthday Scheduler

Locations
Johannesburg
Building Three, 2929 on Nicol,
2929 William Nicol Drive,
Bryanston, Sandton.
Map

Durban
No 3 The Terrace, Westway Office Park,
Spine Road, Westville, Durban, 3630
Map

Cape Town
5th Floor, Montclare Road,
35 Main Road, Claremont
Map

Dates
08-10-2019 - Cape Town - Time: 13.00 - 15.00
05-11-2019 - Durban - Time: 13.00 - 15.00
05-11-2019 -Johannesburg - Time: 13.00 - 15.00

Xplan - Practice management admin functions - Classroom

A face-to-face classroom based workshop designed to help you get the most from Xplan.

Who should attend
Administrators

Workshop Content
Looking into the various Practice Management tools available. Namely Tasks, Document Notes, Reviews In this session we will go through:

  • Using Document Notes
  • Tasks - Creating templates
  • Outlook Plugin
  • Creating and working with Reviews
  • How to setup the User Dashboard to display the information from these tools
  • Highlighting various Management Reports that can be generated on these tools

Locations
Johannesburg
Building Three, 2929 on Nicol,
2929 William Nicol Drive,
Bryanston, Sandton.
Map

Durban
No 3 The Terrace, Westway Office Park,
Spine Road, Westville, Durban, 3630
Map

Cape Town
5th Floor, Montclare Road,
35 Main Road, Claremont
Map

Dates
09-10-2019 - Johannesburg - Time: 10.00 - 12.00
06-11-2019 - Durban - Time: 10.00 - 12.00
06-11-2019 - Cape Town - Time: 10.00 - 12.00

Xplan - Financial data capture - Classroom

A face-to-face classroom based workshop designed to help you get the most from Xplan.

Who should attend
Administrators / Para Planners / Advisers

Workshop Content
This workshop focuses on the best practice method to capture the Financial Data on Xplan.

  • Astute downloads - Setting up Astute
  • How to capture: Insurance policies, Retirement products, Cash flow, Assets and Liabilities
  • Highlighting the various reports that will display the information that's captured.

Locations
Johannesburg
Building Three, 2929 on Nicol,
2929 William Nicol Drive,
Bryanston, Sandton.
Map

Durban
No 3 The Terrace, Westway Office Park,
Spine Road, Westville, Durban, 3630
Map

Cape Town
5th Floor, Montclare Road,
35 Main Road, Claremont
Map

Dates
09-10-2019 - Cape Town - Time: 13.00 - 15.00
06-11-2019 - Durban - Time: 13.00 - 15.00
06-11-2019 - Johannesburg - Time: 13:00 - 15:00

Xplan - Risk FNA refresher - Classroom

A face-to-face classroom based workshop designed to help you get the most from Xplan.

Who should attend
Para Planners / Advisers

Workshop Content
In this workshop we discuss the Risk FNA tool. We understand the various parts of the tool namely:

  • Personal Data
  • Economic Data
  • Import Wizard
  • Input pages; Personal Details, Income, Expenses and Objectives, Assets and Liabilities
  • Retirement
  • Insurance
  • Education
  • Client Analysis Page
  • Charts and Summary Page
  • Cashflows
  • Reports

Locations
Johannesburg
Building Three, 2929 on Nicol,
2929 William Nicol Drive,
Bryanston, Sandton.
Map

Durban
No 3 The Terrace, Westway Office Park,
Spine Road, Westville, Durban, 3630
Map

Cape Town
5th Floor, Montclare Road,
35 Main Road, Claremont
Map

Dates
10-10-2019 - Cape Town - Time: 10.00 - 12.00
07-11-2019 - Johannesburg - Time: 10.00 - 12.00
07-11-2019 - Durban - Time: 10.00 - 12.00

Xplan - Retirement planning refresher - Classroom

A face-to-face classroom based workshop designed to help you get the most from Xplan.

Who should attend
Para Planners / Advisers

Workshop Content
In this workshop we discuss the Retirement Planning FNA tool. We understand the various parts of the tool namely:

  • Personal Data
  • Economic Data
  • Import Wizard
  • Input pages: Personal Details Income, Expenses and Objectives, Assets and Liabilities, Retirement , Insurance and Education
  • Charts
  • Cashflows
  • Reports

Locations
Johannesburg
Building Three, 2929 on Nicol,
2929 William Nicol Drive,
Bryanston, Sandton.
Map

Durban
No 3 The Terrace, Westway Office Park,
Spine Road, Westville, Durban, 3630
Map

Cape Town
5th Floor, Montclare Road,
35 Main Road, Claremont
Map

Dates
10 -10-2019 - Cape Town - Time: 13:00 - 15:00
07-11-2019 - Durban - Time: 13.00 - 15.00
07-11-2019 - Johannesburg - Time: 13.00 - 15.00

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