XPlan/Enzumo Training & Accreditation - Sydney

Multiple Dates

Level 1, 10 Shelley St, Sydney, NSW, 2000, Australia

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Multiple Dates

IRESS, Level 1, 10 Shelley St, Sydney, NSW, 2000, Australia.

This session will focus on:

  • Effective navigate XPLAN
  • Create a new client in XPLAN
  • Enter client information into the Wizard
  • Use the client information tools available,
    • Diary Management
    • Task & Workflow Management
    • Client file notes
    • Client lists & reporting
    • Correspondence including emails
    • Enzumo templates

 

 

Car Parking located near IRESS Sydney Office - Secure Parking located at 12-20 Shelley St, Sydney, NSW, 2000

 

https://www.google.com.au/maps/place/Secure+Parking/@-33.8665502,151.2024009,15z/data=!4m5!3m4!1s0x0:0xaae76c81f16cc9b9!8m2!3d-33.8665502!4d151.2024009

Vow Financial

https://www.vow.com.au

Yellow Brick Road - Wealth

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