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

Deliver a better digital client experience with Client Portal

This webinar is the first of a five-part series examining Client Portal. Register to learn how it can enhance your service offerings by providing a secure way to give your clients an online view of their investments and financial life. We will share ideas and best practice on how to approach your Client Portal strategy, as well as how to mitigate barriers that may prevent you from getting the most value from the software.

In this session you will discover:

  • How to decide what features to take advantage of in Client Portal, to best suit your
    business and client needs.
  • The importance of a clear rollout strategy and ensuring this aligns to key business
    objectives.
  • How to overcome common barriers of launching Client Portal in your business.

Costs
Free of charge.

How to Book
Select a date and book.

Please note that the webinar registration displays London time, however, the available sessions will be hosted at 12.00 pm SAST.

For any further enquires please email: trainingza@iress.com

Webinar: Xplan Basic Navigation

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 the Video Tutorials published in Iress Community Video link

Course content

Dashboard Setup

Basic Navigation

User Preferences

Iress Community

Locations: Online Register here

Date

05-08-2020

Time

10-11

Webinar: Practice Management 1 - Communication Methods using 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 type of session you can view the Video Tutorials published in Iress Community

Video Links: Video link & Video link

Course content

Creating email templates

Creating SMS templates

Advanced searching on Xplan

Setting up Xplan’s Scheduler to automate Birthday messages

Location: Online Register here

Date

12-08-2020

Time

10-11

Webinar: Practice Management 2 - Tasks

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 type of session you can view the Video Tutorials published in Iress Community

Video Links: Video link & Video link

Course content

Creating a Task Template

Adding a Task

Editing a Task

Bulk adding Tasks

Tasks Management Reports

Setting Dashboard widgets for Tasks

Locations: Online Register here

Date

13-08-2020

Time

10 - 11

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: 19-08-2020

Time: 10 - 11

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

Dates

20-08-2020

Time

10 - 11

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
Retirement Planning

Locations - Online Register here

Date

27-08-2020

Time

10 - 11

Opportunities

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

Using Opportunities

Locations: Online Register

Dates

15-07-2020

Time: 10 - 11

Client Portal

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

  • Set up - logins
  • Adding doc notes for client access (jpeg, word or PDF) - Eg policy schedules, Reports, Balance sheet
  • Digital Signature SLA agreements, internal compliance docs, reports, ROA
  • Multiple signatures
  • Digital signature area in Hubs

Location: Online Register

Dates

16-07-2020

Time: 10 - 11:30

Risk Researcher

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

Who should attend: Financial Planners and 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

Accessing Risk Researcher

Qualitative Analysis

Quantitative Analysis

Location: Online Register

Dates

22-07-2020

Time: 10 - 11

Basic Xplan Portfolio

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

Who should attend: Financial Planners and 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

Video Link: Xplan Portfolio

Course content

Navigating in Xplan Portfolio

Mapping Clients

Adding an Account

Adding funds

Linking funds in Portfolio to Client Focus

IPS Reports

Location: Online Register

Dates

29-07-2020

Time: 10 - 11