• 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

    27/03/2018

    14:30

    More info / book
  • XPLAN - GDPR Are You Ready?

    XPLAN - GDPR Are You Ready?

    Classroom / XPLAN

    This academy session aims to highlight how you can use XPLAN to assist your company with GDPR Compliance.

    London - Chargeable

    10/05/2018

    09:30

    More info / book
  • XPLAN - GDPR Are You Ready?

    XPLAN - GDPR Are You Ready?

    Classroom / XPLAN

    This academy session aims to highlight how you can use XPLAN to assist your company with GDPR Compliance.

    London - Chargeable

    10/05/2018

    13:30

    More info / book
  • Site Management: Online training

    Site Management: Online training

    Webinar / XPLAN

    This course covers the tools and knowledge required to carry out the administrator role and also the process of how to effectively build and use Threads.

    Online

    11/05/2018

    10:00

    More info / book
  • Threads: Online training

    Threads: Online training

    Webinar / XPLAN

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

    Online

    11/05/2018

    14:00

    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.

    Web Based

    17/05/2018

    14:30

    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.

    Web Based

    21/05/2018

    11:00

    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.

    Web Based

    23/05/2018

    11:00

    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.

    Web Based

    24/05/2018

    14:30

    More info / book
  • Cashflow: Online training

    Cashflow: Online training

    Webinar / XPLAN

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

    Online

    25/05/2018

    10:00

    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

    29/05/2018

    10:00

    More info / book
  • CommPay: Classroom training

    CommPay: Classroom training

    Classroom / XPLAN

    This course covers all aspects of the CommPay revenue back office system. Learn how to produce reports, set up payments periods and understand remuneration models.

    London - Chargeable

    30/05/2018

    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.

    Web Based

    30/05/2018

    10:04

    More info / book
  • CashFlow: Classroom training

    CashFlow: Classroom training

    Classroom / XPLAN

    A one day training course to enable participants to build and present Cashflow scenarios in XPLAN.

    Warwick

    31/05/2018

    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.

    Web Based

    31/05/2018

    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

    01/06/2018

    10:00

    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

    01/06/2018

    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.

    Web Based

    04/06/2018

    11:00

    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

    05/06/2018

    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.

    Web Based

    06/06/2018

    10:04

    More info / book

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