The changes, which take effect immediately, will see the company offer a series of learning pathways designed for specific roles, including administrators and practice managers as well as risk advisers.
The company said the CPD point accreditation recognises “the importance of continuing education” and the optimisation of adviser technology.
“XPLAN, like most software, is most powerful when used to its full potential,” said XPLAN managing director of wealth management Tizzy Vigilante.
“We are committed to providing the best training, both in terms of technical content and the quality of delivery, and have invested heavily in our learning capabilities to ensure our clients and users get the most from their XPLAN solution.”
