icon_menu icon_twitter icon_typewriter icon_pig icon_airplane icon_book icon_briefcase icon_build icon_caret icon_caret icon_chart icon_checklist icon_college icon_contact icon_crosshair icon_gift icon_headset icon_investment icon_lock icon_mail icon_paintbrush icon_pdf icon_pencil icon_people icon_phone icon_piechart icon_presentation icon_press icon_pricing icon_property icon_protection icon_report icon_retirement icon_shoppingcart icon_taxes icon_training icon_video icon_webinar icon_whatif


Join us for a face to face training session presented by a Voyant trainer. We offer two different training sessions

Unfortunately we're not able to offer face to face training sessions at present, however, we hope we will be able to resume these sometime in 2021. In the meantime, we do have various free online training resources available, including our introductory learning track, help videos, and inline help. Please email support@planwithvoyant.com for more information.

As well as these online resources, you can book a 1:1 screenshare session with one of the support team, once you have built a case. We can then give you a screenshare of up to an hour to run through the case with you. You can book these by emailing support@planwithvoyant.com.

Finally, we can also arrange a bespoke webinar training session for you and members of your firm which would be chargeable. If you would be interested in arranging one of these contact us by emailing support@planwithvoyant.com.

Introductory Session

10:00am - 3pm GMT Cost 120 per person

This is intended to be an introductory session for new users or those who would like a refresher. These will be 'hands on' sessions. Attendees should bring a laptop with Voyant Adviser already installed and should have watched the Voyant Introductory webinar prior to attending. We will build a case from scratch in Voyant Adviser, create various what if scenarios and run simulations and discuss how to produce printed reports. The focus will be on inputting to build a robust Base plan and what if scenarios, interpreting the charts and understanding the outputs. We will also look at the functionality available in Adviser Go. These sessions will run from 10am to 2.30pm, including lunch, which is included in the cost.

Advanced Session

10am to 1pm GMT Cost 100 per person

The more advanced sessions are aimed at users who have already familiar with the software. These sessions use case studies to focus on presenting live to clients with particular emphasis on demonstrating how your advice adds value. We will discuss how to use what if scenarios and simulation tools with particular reference to topics such as retirement income planning and inheritance tax planning. Attendees will not need to bring laptops to these sessions. We will look at both Voyant Adviser and Adviser Go. These sessions will run from 10am to 1pm, followed by lunch which is included in the cost.