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PRODID:-//Tarawera Publishing//NONSGML kigkonsult.se iCalcreator 2.8//
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UID:event-4200
DTSTAMP:20200325T000000Z
DESCRIPTION:This course is designed to give you a detailed look at the prac
 tice management capabilities of Xplan. This is an interactive session wher
 e you will observe demonstrations as well as participate in activities tha
 t are structured to provide you with an understanding of Xplan\, and how y
 ou could use the system to provide advice to your financial planning clien
 ts. The session covers the following areas: - Templates - Service Benchmar
 ks - Review Management - Campaigns. Who should attend this course? - Admin
 istration staff - Practice Managers - Planners who do their own administra
 tion - Principals who want to know about the CRM capabilities of XPLAN. Fu
 ll session description is available at: https://www.iress.com/media/docume
 nts/NZ_Practice_Management_Course_Description.pdf\n
DTSTART:20200325T000000Z
DTEND:20200325T000000Z
LOCATION:Cliftons\,\nLevel 4\,\n45 Queen Street\,\nAuckland\, Auckland
SUMMARY:Xplan - Practice Management training
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