• New User Core: Classroom training

    New User Core: Classroom training

    Classroom / XPLAN

    This course aims to teach participants how to efficiently navigate XPLAN, understanding its functionalities including entering client and policy data, and managing clients using XPLAN’s CRM (Client Relationship Management) tools.

    London

    20/09/2017

    10:00

    More info / book
  • Retire & Invest: Online training

    Retire & Invest: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Retire & Invest in XPLAN

    Online

    28/09/2017

    10:00

    More info / book
  • Group Plans: Online training

    Group Plans: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Group Plans in XPLAN

    Online

    28/09/2017

    14:00

    More info / book
  • Management Reporting - Advanced Search: Online training

    Management Reporting - Advanced Search: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Management Reporting and Advanced Search in XPLAN

    Online

    29/09/2017

    10:00

    More info / book
  • Management Reporting - XPORT: Online training

    Management Reporting - XPORT: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Management Reporting in XPORT

    Online

    29/09/2017

    14:00

    More info / book
  • Practice Management - Advanced (Part 1): Online training

    Practice Management - Advanced (Part 1): Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Practice Management in XPLAN

    Online

    04/10/2017

    10:00

    More info / book
  • Practice Management - Advanced (Part 2): Online training

    Practice Management - Advanced (Part 2): Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Practice Management in XPLAN

    Online

    04/10/2017

    14:00

    More info / book
  • Full (wait list)
    London - Back to Basics -  Classroom training

    London - Back to Basics - Classroom training

    Classroom / Adviser Office

    This Adviser Office Back to Basics training session is designed for new users of the system,existing users who had no formal training and those who require a 'refresher'.

    London

    10/10/2017

    10:00

    More info / book
  • XPLAN Mortgage Overview: Online training

    XPLAN Mortgage Overview: Online training

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Online

    11/10/2017

    12:00

    More info / book
  • XPLAN Mortgage Sourcing: Online training

    XPLAN Mortgage Sourcing: Online training

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage Sourcing webinar, provides an overview of our new online sourcing system.

    Online

    12/10/2017

    10:00

    More info / book
  • Setup & Sourcing: Online training

    Setup & Sourcing: Online training

    Webinar / Trigold Prospector

    The Setup & Sourcing webinar, has been designed specifically for users who are new to the Trigold Prospector system, or who feel they need a refresher.

    Online

    12/10/2017

    14:30

    More info / book
  • Practice Management, Introduction (part 1): Online training

    Practice Management, Introduction (part 1): Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Practice Management in XPLAN

    Online

    13/10/2017

    10:00

    More info / book
  • XPLAN Mortgage Advice process: Online training

    XPLAN Mortgage Advice process: Online training

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage Advice process webinar, provides an overview of our new mortgage advice solution.

    Online

    13/10/2017

    11:30

    More info / book
  • Practice Management, Introduction (part 2): Online training

    Practice Management, Introduction (part 2): Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Practice Management in XPLAN

    Online

    13/10/2017

    14:00

    More info / book
  • Protection overview: Online training

    Protection overview: Online training

    Webinar / The Exchange

    The Exchange Protection Overview webinar, has been designed to offer new & existing users a complete overview and demonstration of the Exchange and the services that are available to them.

    Online

    16/10/2017

    14:30

    More info / book
  • New User Core: Classroom training

    New User Core: Classroom training

    Classroom / XPLAN

    This course aims to teach participants how to efficiently navigate XPLAN, understanding its functionalities including entering client and policy data, and managing clients using XPLAN’s CRM (Client Relationship Management) tools.

    Warwick

    17/10/2017

    10:00

    More info / book
  • XPLAN Mortgage Sourcing: Online training

    XPLAN Mortgage Sourcing: Online training

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage Sourcing webinar, provides an overview of our new online sourcing system.

    Online

    17/10/2017

    14:30

    More info / book
  • XPLAN Mortgage Overview: Online training

    XPLAN Mortgage Overview: Online training

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage overview webinar provides an outline of our innovative Mortgage and Protection solution.

    Online

    18/10/2017

    12:00

    More info / book
  • Management Reporting - Advanced Search: Online training

    Management Reporting - Advanced Search: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Management Reporting and Advanced Search in XPLAN

    Online

    20/10/2017

    10:00

    More info / book
  • Management Reporting - XPORT: Online training

    Management Reporting - XPORT: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from Management Reporting in XPORT

    Online

    20/10/2017

    14:00

    More info / book

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept