XPLAN Training: Risk Researcher
6 April 2017
The main objective of this course is to equip advisers and paraplanners with sufficient skills to use XPLAN to provide insurance recommendations to clients.
This course is based on a scenario, and uses the six step “Advice to Client” process as a guide.
Who should attend
- Financial Planners
- Paraplanners
- Principals who want to know about the planning functionalities of XPLAN.
Any new XPLAN users particularly those who are in administration or support roles.
Prerequisites
- Basic Microsoft skills
- Basic financial planning knowledge