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

Webinar - Practice Management 3 - Threads on Xplan

A webinar 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

Video Link

Session content

  • Building Thread Templates
  • Using Activating Conditions
  • Using Task Outcomes
  • Activating a Thread Template
  • Using the User Dashboard to track Threads

Locations - Online Register here

Date - 2 April 2020

Time - 9AM - 10AM

Webinar - Practice Management 4 - Cases

A webinar 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

Session content

  • To create a Case Template
  • Understanding Benchmarks
  • Creating Benchmarks and
  • Benchmark Sets


Locations -
Online Register here

Date - 8 April 2020

Time - 9AM - 10AM

Webinar - Practice Management 5 - Campaign Manager

A webinar session designed to help you get the most from Xplan.

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

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

Video link two

Workshop Content

  • Create a Campaign Template
  • Edit a Campaign
  • Generate a Campaign Report
  • Change a campaigns status to inactive
  • Adding a campaign to all or selected clients

Locations - Online Register here

Date - 15 April 2020

Time - 9AM - 10AM

Webinar - Financial Data Capture on Xplan

A webinar 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
Understanding the Mind map

Capturing Financial Data via the Client Menu

Astute

Policies

Balance Sheet Data

Cashflow data

Schedules and reports

Locations - Online Register here

Date - 22 April 2020

Time - 9AM - 10:30AM

Webinar - Risk Planning on Xplan

A webinar 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.

Video Links

Workshop Content
Working on a Case Study - Understanding the numbers

Locations - Online Register here

Date - 23 April 2020

Time - 9AM - 10AM

Webinar - Retirement Planning on Xplan

A webinar 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.

Video links

Workshop Content
Working on a Case Study for a client who is nearing or already retired.

Locations - Online Register here

Date - 29 April 2020

Time - 9AM - 10AM