• 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
  • Debt Qualifier: Online training

    Debt Qualifier: Online training

    Webinar / XPLAN

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

    Online

    21/04/2017

    14:00

    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

    25/04/2017

    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

    26/04/2017

    14:00

    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

    28/04/2017

    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

    28/04/2017

    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

    03/05/2017

    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

    03/05/2017

    14:00

    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

    04/05/2017

    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

    05/05/2017

    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

    05/05/2017

    14:00

    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

    11/05/2017

    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

    11/05/2017

    14:00

    More info / book
  • IRESS Portfolio System: Online training

    IRESS Portfolio System: Online training

    Webinar / XPLAN

    An online training webinar to help our clients get the most from IRESS Portfolio System in XPLAN

    Online

    12/05/2017

    10:00

    More info / book
  • XTOOLS: Online training

    XTOOLS: Online training

    Webinar / XPLAN

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

    Online

    12/05/2017

    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

    15/05/2017

    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

    15/05/2017

    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

    16/05/2017

    10:00

    More info / book
  • Risk Researcher: Online training

    Risk Researcher: Online training

    Webinar / XPLAN

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

    Online

    16/05/2017

    10:00

    More info / book
  • Protection package: Online training

    Protection package: Online training

    Webinar / The Exchange

    The Exchange Protection Package Webinar, has been designed to demonstrate our new Multi-Benefit & Multi-Policy Comparison tool.

    Online

    16/05/2017

    14:30

    More info / book

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