Training Schedule

  

Session

Date

Time

Status

CPD Points

New User

Monday, 17 June 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 17 June 2019

1.00pm – 4.00pm

Available 

3

Review Management

Tuesday, 18 June 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Tuesday, 18 June 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Wednesday, 19 June 2019

9.00am – 12.00pm

Filling

3

XTOOLS+ Entities

Wednesday, 19 June 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Thursday, 20 June 2019

9.00am – 12.00pm

Available 

3

Threads

Monday, 24 June 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Monday, 24 June 2019

1.00pm – 4.00pm

Available 

3

Site Administration

Tuesday, 25 June 2019

9.00am – 12.00pm

Available 

3

Coding Essentials

Thursday, 27 June 2019

9.00am – 4.00pm

Available 

4.5

 

 

 

 

 

New User

Monday, 1 July 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 1 July 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Tuesday, 2 July 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Tuesday, 2 July 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Tuesday, 16 July 2019

9.00am – 12.00pm

Available 

3

Review Management

Wednesday, 17 July 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 17 July 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 22 July 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 22 July 2019

1.00pm – 4.00pm

Available 

3

Threads

Tuesday, 23 July 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Tuesday, 23 July 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Monday, 29 July 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Monday, 29 July 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Tuesday, 30 July 2019

9.00am – 4.00pm

Available 

4.5

Site Administration

Wednesday, 31 July 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Thursday, 1 August 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Thursday, 1 August 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Monday, 5 August 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Monday, 5 August 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Tuesday, 6 August 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Tuesday, 6 August 2019

1.00pm – 4.00pm

Available 

3

Review Management

Wednesday, 7 August 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 7 August 2019

1.00pm – 4.00pm

Available 

3

Threads

Thursday, 8 August 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Thursday, 8 August 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 12 August 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 12 August 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Tuesday, 13 August 2019

9.00am – 4.00pm

Available 

4.5

Site Administration

Wednesday, 14 August 2019

9.00am – 12.00pm

Available 

3

Model Office Wizards

Thursday, 15 August 2019

9.00am – 12.00pm

Available 

3

 

Training Location

Level 16, 385 Bourke Street, Melbourne

Pre-requisites

There are prerequisites for attending the supplementary classroom sessions (these are all sessions that are not New User).

Attendance

Attendance is limited to 5 participants per practice per classroom session.

Cancellation Policy

These sessions are in high demand. In the event that you are unable to attend, please ensure that you notify us 2 business days prior to the sessions date. Notification must be by email to xplantraining@iress.com This will enable us to fill the space. All cancellations after this time incur a $51.50 cancellation fee per person.

Confirmation

Until you receive confirmation of your booking by email, your place is not guaranteed.

 

Book your place

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