XPLAN Training: New User
6 April 2017
This course aims to teach participants how to:
- Efficiently navigate XPLAN
- Understand its functionalities, including entering client data
- Manage clients using XPLAN’s CRM (Client Relationship Management) tools
Who should attend
Any new XPLAN users, particularly those who are in administration or support roles
Pre-requisites
- Basic Microsoft skills
- Basic financial planning knowledge
Event location
Auldhouse, 13 Stanley Street, SydenhamEvent date/time
Thursday 6th April from 08:30am to 12:00pmEvent contact information
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