This means integrating clients’ values, vision and wealth. We specialise in holistic life planning, focusing on the broader context of a client’s life rather than just the numbers. In 2013 I established my own practice, Encompass Wealth – Financial Life Planning. In 2012 I co-authored and delivered a business succession insurance training program for financial planners and accountants for the Business Risk Institute of Australia. An IRESS spokesperson reports that it has about 30,000 domestic Xplan users, made up of. In a crowded market, user experience can divide client bases.
I set up and ran an Australian Financial Services License for an accounting firm. IRESS head of group product, Aaron Knowles, says clients told the company the existing process for getting new software providers connected to Xplan was cumbersome and took too much time.
Get in touch with our friendly course consultants for more information.ĭuring my 20 years in the financial advice industry, I’ve had a number of diverse roles including corporate super at NSP Buck, workplace financial planning with private clients at MLC, and professional and business banking with Macquarie.
Platform, operating system: Apple macOS / Mac OS X. Got a new satellite office with staff in need of training? Running a training retreat in an idyllic location (yes please!)? Our trainers can be there.Ĭorporate workshops are tailored to your organisation’s needs. Found 4 file extension associations related to xPlan and 2 file formats developed specifically for use with xPlan.
Corporate workshops can be scheduled for any location in Australia. Our trainers can also conduct onsite training for groups of six staff or more. We’re the corporate training partner of choice for several large organisations. It’s a handy way to stay in touch with trainers and others in the same course. Over the years, xPlan has become one of the premier simple project planning and project management programs available. In fact, we have listened to customer feedback, integrated the changes you asked for and upgraded our product multiple times. Development environment that allows you to develop Java programs quickly and easily. Our developer team has been developing project management software for years. Click on the name of the package below to be directed to the software vendors download page. You’ll also have access to our student Facebook groups, so you can discuss the material with other students. There are a number of software packages available for students to download at no charge or heavily discounted prices. Your trainer will be happy to contact you via phone, Skype, Zoom, TeamViewer, or email (Monday to Friday, 9am to 5.30pm). You’ll be backed by our trainers at every step along the way. The best part is, with Monarch Institute, ‘online’ doesn’t mean ‘alone’. Study on your couch, on public transport, on your break at work, out in the park – wherever and whenever you like. This course has been developed to give you absolute flexibility. A dedicated admin team on hand to guide you.Heaps of support from your course trainers (phone, email, Skype, Zoom).