• Back to Basics: Classroom training

    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

    16/03/2017

    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.

    Warwick

    21/03/2017

    10:00

    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

    22/03/2017

    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

    22/03/2017

    14:00

    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

    23/03/2017

    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

    24/03/2017

    10:00

    More info / book
  • Introduction to basic Coding: Online training

    Introduction to basic Coding: Online training

    Webinar / XPLAN

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

    Online

    24/03/2017

    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.

    Online

    27/03/2017

    10:00

    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

    27/03/2017

    14:30

    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

    28/03/2017

    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

    29/03/2017

    10:00

    More info / book
  • XPLAN Mortgage Protection Sourcing: Online training

    XPLAN Mortgage Protection Sourcing: Online training

    Webinar / XPLAN Mortgage

    The XPLAN Mortgage Protection Sourcing webinar, provides an overview of our new online protection sourcing module.

    Online

    29/03/2017

    10:00

    More info / book
  • XTools Cashflow: Online training

    XTools Cashflow: Online training

    Webinar / XPLAN

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

    Online

    29/03/2017

    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

    29/03/2017

    12:00

    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

    29/03/2017

    14:00

    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

    29/03/2017

    14:30

    More info / book
  • CommPay Lodgements: Online training

    CommPay Lodgements: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from adding revenue estimates to XPLAN.

    Online

    30/03/2017

    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

    30/03/2017

    10:00

    More info / book
  • Practice Management: Classroom training

    Practice Management: Classroom training

    Classroom / XPLAN

    This course covers the fundamental practice management features of XPLAN, covering eight main areas: Templates, Service Benchmarks, Review Management, Time Tracking, Search Criteria/Management Reports, Campaigns, Invoicing, Client Online Access.

    Warwick

    30/03/2017

    10:00

    More info / book
  • Site Administration: Online training

    Site Administration: 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

    31/03/2017

    10:00

    More info / book

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