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 - Introducing Xplans Labs - Classroom

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)

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

Dates
Session times to be confirmed

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 and advisors

Workshop Content

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

Dates
Session times to be confirmed

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

  • Using Document Notes
  • Tasks - Creating templates
  • Outlook Plugin
  • Reviews
  • User Dashboard
  • Reporting

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

Dates
Session times to be confirmed

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 and advisors

Workshop Content

  • Astute downloads - Setting up Astute downloads
  • Insurance policies
  • Retirement products
  • Cash flow
  • Assets and Liabilities
  • Various reports that go with it

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

Dates
23-07-2019 - Johannesburg - Time: 10.00 - 12.00
23-07-2019 - Durban - Time: 10.00 - 12.00

Xplan - Risk FNA refresher - Classroom

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

Who should attend
Advisors

Workshop Content

  • Personal Details
  • Economic Data
  • Client Analysis Page
  • Import Wizard – for Expenses only
  • Client Analysis Page
  • Cashflow – Proposed screen
  • Client Summary
  • Input pages
    Income
    Expenses and Objectives
    Assets
    Liabilities
    Retirement
    Insurance
    Education
  • 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

Dates
24-07-2019 - Johannesburg - Time: 10.00 - 12.00
24-07-2019 - 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
Advisors

Workshop Content

  • Personal Details
  • Economic Data
  • Import Wizard - for Expenses only
  • Display Cashflows
  • Proposed
  • Current
  • Agreed - Modelling
  • Input pages
  • Income
  • Expenses and Objectives
  • Assets
  • Liabilities
    Retirement
    Insurance
  • Consolidated Position Chart
  • 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

Dates
25-07-2019 - Johannesburg - Time: 10.00 - 12.00
25-07-2019 - Durban - Time: 10.00 - 12.00

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