Financial planning software, XPLAN has expanded its training program to include continuing professional development (CPD) point accreditation and a new pathway program to help advisers get the most out of the software.
XPLAN provider, IRESS said the pathway program was structured for specific roles such as administrators, advisers, risk-only advisers and practice managers, within an advice business.
IRESS said this was to ensure the user was best equipped with the knowledge and understanding they needed and to get the most out of XPLAN.
IRESS managing director for wealth management, Tizzy Vigilante, said XPLAN like most software was most powerful when it was used to its full potential.
“We are committed to providing the best training, both in terms of technical content and the quality of delivery, and have invested heavily in our learning capabilities to ensure our clients and users get the most from their XPLAN solution,” she said.
