Xplan Training
Practical training, tailored to how your business works
Our Xplan Training service delivers customised, advanced training across key Xplan tools to help your team use the platform correctly, efficiently, and beyond base-level training.
What we offer
FinTech’s Xplan Training Service delivers customised, hands-on training designed to help advice firms use Xplan and its tools more effectively. Rather than offering generic courses, our training focuses on real-world usage and advanced functionality, building on the base Xplan training your team may already have.
We offer training across key areas of Xplan, including site administration, workflows, Xtools+, WealthSolver, Risk Researcher, IPS, and datafeed administration. Every session is customised to suit the audience, whether advisers, paraplanners, administrators, or compliance teams, and is delivered based on your specific requirements and priorities.
Why work with us
Tailored training for your team.
All training is customised to your firm’s structure, processes, and skill levels, ensuring relevance and immediate practical application.
Advanced, non-generic content.
Our training goes beyond standard Xplan videos and base courses, focusing on deeper system understanding, best-practice usage, and efficiency improvements.
On-demand and flexible delivery.
Training is provided as requested, online or in-person, allowing firms to focus on the areas that matter most at the time they need it.
Benefits
Improved system knowledge enables your team to use Xplan and related tools correctly and confidently. This leads to greater efficiency, fewer errors, and more consistent use of the platform across the business. Over time, better system adoption helps streamline workflows, reduce rework, and support higher-quality advice delivery.
Ready to Get Started?
Speak with our team to explore your requirements and see how our solutions drive smarter, more effective ways of working.
