Kill 2 birds with 1 stone by attending certain XPLAN training workshops and receive CPD points along the way.
XPLAN, like most software is most powerful when used to its full potential, with this in mind & our new offering of CPD point accreditation, there is now more of an incentive to attend our free classroom workshops held at our national offices.
As of right now the following classroom workshops provide CPD points:
- New User Risk Advice - 3pts
- IPS - 2.5pts
- WealthSolver - 3pts
- Xtools+ Wealth Creation - 3pts
- Xtools+ Entities - 3pts
Certificates will be issued after the completion of the full session. To find the latest information about IRESS training, please click here.
If you have any questions, please speak to your Account Manager or contact our training team directly at firstname.lastname@example.org.
Zain Zama is an Account Manager with the Practice Solutions Team.
This article was written for the October 2017 Edition of the Practice Solutions Newsletter.