Compliance is one of the biggest friction points in advice – but it doesn’t have to be. Developed by Iress Xplan expert Courtney Youngblutt, this guide explores how to embed Case Benchmarks into your Xplan workflows — turning compliance into a streamlined, auditable process. Learn how to reduce manual oversight, increase consistency, and free up your team to focus on what matters most: delivering great advice to clients.
Please ensure you've watched Episode 2: Tackling tech before completing the quiz.
Complete CPD quiz
Please note that the CPD accreditation on this course expires on 17 July 2026. CPD hours will not be awarded beyond this date.
