• XPLAN - New User Core: Classroom training

    XPLAN - 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 - Chargeable

    26/03/2019

    10:00

    More info / book
  • PULSE - END OF TAX YEAR CHECKLIST: Online Training

    PULSE - END OF TAX YEAR CHECKLIST: Online Training

    Webinar / Pulse Symphony

    We talk through the various checks you will need to carry out prior to you processing your ISA & Tax Reporting.

    Web Based

    27/03/2019

    14:30

    More info / book
  • XPLAN - CLIENT PORTAL: SECURE MESSAGING NOTIFICATIONS: Online Training

    XPLAN - CLIENT PORTAL: SECURE MESSAGING NOTIFICATIONS: Online Training

    Webinar / XPLAN

    This course aims to show how set up the notifications in Client Portal when Users or Clients send secure message via the Client Portal.

    Web Based

    09/04/2019

    10:00

    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

    Web Based

    11/04/2019

    09:30

    More info / book
  • XPLAN - New User Core: Classroom training

    XPLAN - 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 - Chargeable

    16/04/2019

    10:00

    More info / book
  • XPLAN - New User Core: Classroom training

    XPLAN - 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

    17/04/2019

    10:00

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

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

    Web Based

    17/04/2019

    11:00

    More info / book
  • XPLAN - POLICY MANAGEMENT: Online Training

    XPLAN - POLICY MANAGEMENT: Online Training

    Webinar / XPLAN

    This webinar will explain how to make amendments to existing policies in XPLAN. We will work through a series of practical examples detailed in the learning objectives below.

    Web Based

    18/04/2019

    10:00

    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

    18/04/2019

    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

    18/04/2019

    11:00

    More info / book
  • XPLAN - AUTOMATING THE REVIEW PROCESS: Online Training

    XPLAN - AUTOMATING THE REVIEW PROCESS: Online Training

    Webinar / XPLAN

    This course aims to show how using a Thread for completing a Review process can be automated within XPLAN

    Web Based

    18/04/2019

    14:00

    More info / book
  • The Exchange Protection Overview

    The Exchange Protection Overview

    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

    22/04/2019

    11:00

    More info / book
  • XPLAN - New User Core: Classroom training

    XPLAN - 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

    24/04/2019

    10:00

    More info / book
  • XPLAN Mortgage Demo

    XPLAN Mortgage Demo

    Webinar / XPLAN Mortgage

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

    Web Based

    24/04/2019

    11:00

    More info / book
  • XPLAN - Next Steps: Classroom training

    XPLAN - Next Steps: Classroom training

    Classroom / XPLAN

    This course has been developed as a follow on to New User Core. It is aimed at users who are involved in the servicing elements on XPLAN. We recommend you then attend the supplementary workshops, webinars and videos to build on this training day.

    Warwick

    25/04/2019

    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

    25/04/2019

    11:00

    More info / book
  • CASHFLOW - INHERITANCE TAX: Online Training

    CASHFLOW - INHERITANCE TAX: Online Training

    Webinar / XPLAN

    Introduce the new Inheritance tax functionality work through an example to show the different approaches available. This short webinar is designed to give you the understanding of the changes to the Inheritance area of the XPLAN Cashflow tool. This will help you model inheritance tax scenarios including use of the Property Nil Rate Band. We recommend delegates are regular users of the Iress Cashflow tool.

    Web Based

    26/04/2019

    10:00

    More info / book
  • The Exchange Protection Overview

    The Exchange Protection Overview

    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

    29/04/2019

    11:00

    More info / book
  • XPLAN - NEW XPLAN NAVIGATION: Online Training

    XPLAN - NEW XPLAN NAVIGATION: Online Training

    Webinar / XPLAN

    This webinar explores the New XPLAN Navigation functionality as it comes towards the end of the IRESS Labs initiative. The New XPLAN Navigation presents a new and intuitive way of navigating XPLAN and includes: Simplified and clean navigation bar Improved client search functionality A new Quick Nav functionality Access to the new IRESS Community

    Web Based

    30/04/2019

    11:00

    More info / book
  • XPLAN - XPLAN LABS - WHAT'S NEXT?: Online Training

    XPLAN - XPLAN LABS - WHAT'S NEXT?: Online Training

    Webinar / XPLAN

    XPLAN Labs initiative is about unlocking the rich functionality in XPLAN by making it more: Intuitive Efficient Delightful This webinar explores some of the new functionality available within the XPLAN Labs initiative before it goes live in your XPLAN site. The next three items available to review as part of the Labs initiative are Opportunities Client Dashboard My Day

    Web Based

    30/04/2019

    14:00

    More info / book

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