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
  • 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

Xplan Basic Navigation

A face-to-face classroom-based 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 the type of session, you can view a video tutorial published in the Iress Community

Session content

  • Adding a Client
  • Understanding the Client Menu
  • Dashboard Setup
  • Basic Navigation
  • User Preferences
  • Iress Community

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
09-03-2020 - Cape Town - Time: 09.00 - 12.00
05-02-2020 - Durban - Time: 09.00 - 12.00
05-02-2020 - Johannesburg - Time: 09.00 - 12.00

Practice Management 1 - Communication Methods using Xplan

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

Who should attend
Administrators, Financial Planners and Para-planners

Pre-requisite
This session requires either admin or adviser knowledge depending on the type of session, you can view two Video Tutorials published in Iress Community.

Video link one

Video link two

Session content

  • Creating email templates
  • Creating SMS templates
  • Advanced searching on Xplan
  • Setting up Xplan’s Scheduler to automate Birthday messages

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
09-03-2020 - Cape Town - Time: 13.00 - 16.00
06-02-2020 - Durban - Time: 09.00 - 12.00
06-02-2020 -Johannesburg - Time: 09.00 - 12.00

Practice Management 2 - Tasks

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
This session requires either admin or adviser knowledge depending on the type of session, you can view two Video Tutorials published in Iress Community

Video link one

Video link two

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

  • Creating a Task Template
  • Adding a Task
  • Editing a Task
  • Bulk adding Tasks
  • Tasks Management Reports
  • Setting Dashboard widgets for Tasks

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
10-03-2020 - Cape Town - Time: 13.00 - 16.00
12-02-2020 - Durban - Time: 09.00 - 12.00
12-02-2020 - Johannesburg - Time: 09.00 - 12.00

Review and Diary Management on Xplan

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

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

Pre-requisite
This session requires either admin or adviser knowledge depending on the type of session, you can view two Video Tutorials published in Iress Community

Video link one

Video link two

Workshop Content

  • Setting up a Review
  • Setting up a diary appointment
  • Diary Sync

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
11-03-2020 - Cape Town - Time: 09.00 - 12.00
27-02-2020 - Durban - Time: 09.00 - 12.00
27-02-2020 - Johannesburg - Time: 09.00 - 12.00

Financial Data Capture on Xplan

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

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

Pre-requisite
This session requires either admin or adviser knowledge depending on the type of session, you can view a video tutorial published in the Iress Community

Workshop content

  • Understanding the Mind map
  • Capturing Financial Data via the Client Menu
  • Astute
  • Policies
  • Balance Sheet Data
  • Cashflow data
  • Schedules and 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
11-03-2020 - Cape Town - Time: 13.00 - 16.00
13-02-2020 - Durban - Time: 09.00 - 12.00
13-02-2020 - Johannesburg - Time: 09.00 - 12.00

Risk Planning on Xplan

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

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

Pre-requisite
This session requires either admin or adviser knowledge.

Workshop Content
Working on a Case Study - Understanding the numbers

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
12-03-2020 - Cape Town - Time: 09.00 - 12.00
19-02-2020 - Durban - Time: 09.00 - 12.00
19-02-2020 - Johannesburg - Time: 09.00 - 12.00

Pre-Retirement Planning on Xplan

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

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

Pre-requisite
This session requires either admin or adviser knowledge.

Workshop Content
Working on a Case Study for a client who is yet to retire.

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
12-03-2020 - Cape Town - Time: 13.00 - 16.00
20-02-2020 - Durban - Time: 09.00 - 12.00
20-02-2020 - Johannesburg - Time: 09.00 - 12.00

System Administration on Xplan for Enterprise Users

A face-to-face classroom-based session designed to help you get the most from Xplan. This session is aimed at providing you with knowledge and experience of managing Xplan users, system-level settings and assumptions, as well as configuring your Xplan site to better meet your business needs. This is achieved through expert knowledge, hands-on application, interactive exercises and real business processes. This session provides an in-depth understanding of how the Xplan software and its customisation capabilities meet your business needs.

Who should attend
System Administrators.

Pre-requisite
This session requires access to Xplan Enterprise, basic Microsoft skills and a good knowledge of Financial Planning concepts.

Learning Outcome:

  • After completing this session, you should be able to:
  • Manage new users
  • Manage licenses and capabilities
  • Create and administer groups
  • Manage system assumptions
  • Manage system settings
  • Site customisation

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
13-03-2020 - Cape Town - Time: 09.00 - 11.00
26-02-2020 - Durban - Time: 09.00 - 12.00
26-02-2020 - Johannesburg - Time: 09.00 - 12.00

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