Training Schedule

  

Session

Date

Time

Status

CPD Points

Coding Essentials

Monday, 8 April 2019

9.00am – 4.00pm

Available 

4.5

XTOOLS+ Wealth Creation

Wednesday, 10 April 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Wednesday, 10 April 2019

1.00pm – 4.00pm

Available 

3

Site Administration

Thursday, 11 April 2019

9.00am – 12.00pm

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

Model Office Wizards

Wednesday, 17 April 2019

9.00am – 12.00pm

Available 

3

Threads

Monday, 29 April 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Monday, 29 April 2019

1.00pm – 4.00pm

Available 

3

 

 

 

 

 

New User

Wednesday, 8 May 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Wednesday, 8 May 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Thursday, 9 May 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Thursday, 9 May 2019

1.00pm – 4.00pm

Available 

3

Threads

Tuesday, 14 May 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Tuesday, 14 May 2019

1.00pm – 4.00pm

Available 

3

Review Management

Wednesday, 15 May 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 15 May 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Thursday, 16 May 2019

9.00am – 4.00pm

Available 

4.5

New User

Thursday, 23 May 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Thursday, 23 May 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Tuesday, 28 May 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Tuesday, 28 May 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Wednesday, 29 May 2019

9.00am – 12.00pm

Available 

3

Site Administration

Thursday, 30 May 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Monday, 3 June 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 3 June 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Tuesday, 4 June 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Tuesday, 4 June 2019

1.00pm – 4.00pm

Available 

3

New User

General Public Only

Tuesday, 11 June 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

General Public Only

Tuesday, 11 June 2019

1.00pm – 4.00pm

Available 

3

Review Management

Wednesday, 12 June 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 12 June 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Thursday, 13 June 2019

9.00am – 4.00pm

Available 

4.5

New User

Monday, 17 June 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 17 June 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Thursday, 20 June 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Thursday, 20 June 2019

1.00pm – 4.00pm

Available 

3

Site Administration

Monday, 24 June 2019

9.00am – 12.00pm

Available 

3

Threads

Tuesday, 25 June 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Tuesday, 25 June 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Thursday, 27 June 2019

9.00am – 12.00pm

Available 

3

 

Training Location

Level 1, 10 Shelley St, Sydney

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

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