XPLAN training your team will actually use.
Not a generic XPLAN course. Training built around your own site, your own templates and your own advice process, so people leave knowing the system they use every day, not a demo environment.
Trained on your site, not a sandbox.
Most XPLAN training teaches the platform in the abstract. We train on the site your team actually works in: your templates, your workflow, your fact finds, so what people learn on day one is what they use on day two.
Useful for a new hire who needs to be productive fast, a team moving onto Blueprint for the first time, or a practice that’s been using XPLAN for years but never had proper training on half of what it can do. Sessions are run by consultants who build XPLAN sites for a living, not a training script read from a slide deck.
Who training is for
Three moments training pays for itself.
Onboarding a new hire
An adviser or paraplanner who needs to be productive in your XPLAN site in days, not months of trial and error.
Moving onto Blueprint
A team adopting the Blueprint framework for the first time, learning the templates and workflow built for how they advise.
Filling the gaps
A practice that’s used XPLAN for years but picked it up informally, and knows there’s functionality nobody’s ever been shown.
Where to start
Not sure if it’s a training gap or a system gap?
Sometimes the problem isn’t that the team wasn’t trained, it’s that the site was never configured properly in the first place. A free Advice Tech Health Check will tell you plainly which one you’re dealing with.