Training Schedule

There are no scheduled workshops in Perth in January 2019. 

 

Workshop

Date

Time

Status

CPD Points

New User

Monday, 3 December 2018

9.00am – 12.00pm

Fully Booked

3

Risk Researcher

Monday, 3 December 2018

1.00pm – 4.00pm

Fully Booked

3

WealthSolver

Tuesday, 4 December 2018

9.00am – 12.00pm

Fully Booked

3

IRESS Portfolio System (IPS)

Tuesday, 4 December 2018

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Wednesday, 5 December 2018

9.00am – 12.00pm

Fully Booked

3

XTOOLS+ Entities

Wednesday, 5 December 2018

1.00pm – 4.00pm

Available 

3

Review Management

Thursday, 6 December 2018

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Thursday, 6 December 2018

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Friday, 7 December 2018

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Monday, 18 February 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 18 February 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

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

Model Office Wizards

Friday, 22 February 2019

9.00am – 12.00pm

Available 

3

 

Training Location

Please note the new venue: Saxons, Level 1, 140 St Georges Terrace, Perth

Pre-requisites

There are prerequisites for attending the supplementary classroom courses (these are all courses 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.

Confirmations 

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

 

Book your place

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