XPLAN Training: New User
5 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
Cliftons, Level 28, Majestic Centre 100 Willis StreetEvent date/time
Wednesday 5th April from 8:30am to 12pmEvent contact information
Download this event in iCalendar format (for Outlook, iCal, etc)
