Training Schedule

 

Session

Date

Time

Status

CPD Points

New User

Monday, 11 February 2019

9.00am – 12.00pm

Fully Booked

3

Risk Researcher

Monday, 11 February 2019

1.00pm – 4.00pm

Fully Booked

3

WealthSolver

Tuesday, 12 February 2019

9.00am – 12.00pm

Filling

3

IRESS Portfolio System (IPS)

Tuesday, 12 February 2019

1.00pm – 4.00pm

Available 

3

Review Management

Wednesday, 13 February 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 13 February 2019

1.00pm – 4.00pm

Available 

3

New User

Tuesday, 19 February 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Tuesday, 19 February 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Wednesday, 20 February 2019

9.00am – 4.00pm

Available 

4.5

Threads

Thursday, 21 February 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Thursday, 21 February 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Monday, 25 February 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Monday, 25 February 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Wednesday, 27 February 2019

9.00am – 12.00pm

Available 

3

Site Administration

Thursday, 28 February 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Monday, 4 March 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 4 March 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Tuesday, 5 March 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Tuesday, 5 March 2019

1.00pm – 4.00pm

Available 

3

XPLAN Solutions

XTOOLS+ Retiree: Strategies for preparing for aged care

Wednesday, 6 March 2019

9.00am – 12.00pm

Available 

n/a

Coding Essentials

Thursday, 7 March 2019

9.00am – 4.00pm

Available 

4.5

Review Management

Wednesday, 13 March 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 13 March 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 18 March 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 18 March 2019

1.00pm – 4.00pm

Available 

3

Threads

Tuesday, 19 March 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Tuesday, 19 March 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Wednesday, 20 March 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Wednesday, 20 March 2019

1.00pm – 4.00pm

Available 

3

Site Administration

Wednesday, 27 March 2019

9.00am – 12.00pm

Available 

3

Model Office Wizards

Thursday, 28 March 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Monday, 1 April 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 1 April 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Tuesday, 2 April 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Tuesday, 2 April 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Wednesday, 3 April 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Wednesday, 3 April 2019

1.00pm – 4.00pm

Available 

3

Threads

Thursday, 4 April 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Thursday, 4 April 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 15 April 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 15 April 2019

1.00pm – 4.00pm

Available 

3

Review Management

Tuesday, 16 April 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Tuesday, 16 April 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Thursday, 18 April 2019

9.00am – 12.00pm

Available 

3

Coding Essentials

Monday, 29 April 2019

9.00am – 4.00pm

Available 

4.5

Site Administration

Tuesday, 30 April 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 2 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

This site uses cookies to store information on your computer. By using our site you accept the terms of our cookies policy. Accept