Xplan Training Series_WealthSolver Recommendations

Xplan Training Series_Introduction and Fact Find

Xplan Training Series _Client Management and Datafeeds

Xplan Training Series_WealthSolver Research

Xplan Training Series_Xtools+ Recommendations

Xplan Training Series_Xtools+ Current

Xplan Training Series_Review Process

Xplan Training Series_Risk Researcher Research

Advice Process & Fees for Paraplanners – August 2021

Xplan Advanced User Training-Portfolios (IPS) – Modelling

Xplan Training Series_Advice Development Worksheet

Xplan Advanced User Training-Xtools+ SMSF Modelling

Xplan Advanced User Training-WealthSolver Joint Investments Research and Recommendations

Xplan Advanced User Training-Portfolios (IPS) & WealthSolver – Creating and Applying Model Portfolios

Xplan Advanced User Training-WealthSolver Setting up a New SMSF – Research and Recommendations

Xplan Training Series_Portfolios (IPS) & Datafeeds

Xplan Training Series_SoA Production

Xplan Training Series_Risk Researcher – Needs Analysis

Xplan Advanced User Training-WealthSolver Partial Rollover – Research & Recommendations