• XPLAN New User Financial (Navigation): Online Training

    XPLAN New User Financial (Navigation): Online Training

    Webinar / XPLAN

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

    Online

    09/11/2017

    10:00

    More info / book
  • XPLAN New User (Add New Client & Insurance): Online Training

    XPLAN New User (Add New Client & Insurance): Online Training

    Webinar / XPLAN

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

    Online

    09/11/2017

    11:30

    More info / book
  • XPLAN New User (Administration Function): Online Training

    XPLAN New User (Administration Function): Online Training

    Webinar / XPLAN

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

    Online

    09/11/2017

    13:00

    More info / book
  • XPLAN New User Financial (Asset | Liabilities & Income | Expenses): Online Training

    XPLAN New User Financial (Asset | Liabilities & Income | Expenses): Online Training

    Webinar / XPLAN

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

    Online

    10/11/2017

    09:30

    More info / book
  • XPLAN New User (Risk Planning): Online Training

    XPLAN New User (Risk Planning): Online Training

    Webinar / XPLAN

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

    Online

    10/11/2017

    11:00

    More info / book
  • XPLAN New User (Retirement Planning): Online Training

    XPLAN New User (Retirement Planning): Online Training

    Webinar / XPLAN

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

    Online

    10/11/2017

    13:00

    More info / book
  • XPLAN Client Communication Part A (Client Focus Searches): Online Training

    XPLAN Client Communication Part A (Client Focus Searches): Online Training

    Webinar / XPLAN

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

    Online

    16/11/2017

    10:00

    More info / book
  • XPLAN Client Communication Part B (Emails, SMS and Mail Merge): Online Training

    XPLAN Client Communication Part B (Emails, SMS and Mail Merge): Online Training

    Webinar / XPLAN

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

    Online

    16/11/2017

    11:30

    More info / book
  • XPLAN Client Administration (Task & Notes): Online Training

    XPLAN Client Administration (Task & Notes): Online Training

    Webinar / XPLAN

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

    Online

    17/11/2017

    10:00

    More info / book
  • XPLAN XTOOLS (Risk FNA): Online Training

    XPLAN XTOOLS (Risk FNA): Online Training

    Webinar / XPLAN

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

    Online

    23/11/2017

    10:00

    More info / book
  • XPLAN XTOOLS (Retirement Planner): Online Training

    XPLAN XTOOLS (Retirement Planner): Online Training

    Webinar / XPLAN

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

    Online

    23/11/2017

    12:00

    More info / book
  • XPLAN  Engage - Investment Tools (Illustrator, Education & Savings Goals): Online Training

    XPLAN Engage - Investment Tools (Illustrator, Education & Savings Goals): Online Training

    Webinar / XPLAN

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

    Online

    24/11/2017

    10:00

    More info / book

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