Training South Africa

Continuous development for you and your business throughout South Africa.

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

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 - currently only for face to face sessions
  • To access our video tutorials and get help from us and users of Iress software from a single location, please register for our Iress Community

Zoom Integration with Xplan

An online session designed to help you get the most from Xplan.

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

Pre-requisite

This session requires either admin or adviser knowledge depending on type of session

you can view the Video Tutorials published in Iress Community

Course content:

Seamlessly connect and engage with your clients using Zoom for face to face video meetings and collaboration. Instant meetings can be created quickly and effortlessly right from within Xplan.

Location: Online Register

Dates 20-05-2021 - Time: 10-11

Client Focus - New Features

An online session designed to help you get the most from Xplan.

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

Pre-requisite

This session requires either admin or adviser knowledge depending on type of session

you can view the Video Tutorials published in Iress Community

Course content:

  1. New Client Dashboard
  2. New Opportunities - Active Workflows
  3. Document Notes - linking to user dashboard
  4. Document Notes - policies associated tab
  5. Document Notes - View Digital Signature certificate

Location: Online Register

Dates 27-05-2021 - Time: 10-11