XPLAN training

We offer a wide range of training and consulting services to get the most out of XPLAN for your business.

Implementation Training

When you purchase XPLAN, an Account Executive (AE) is assigned to your business. The AE works with you to create an Implementation Schedule (project plan) to fully incorporate XPLAN into your business.

The implementation process includes training the staff members who will be responsible for maintaining and administering the software. The AE will also conduct a 'Needs Analysis' to determine the training needs of all staff in the business. The AE will co-ordinate training dates and venues, and develop agendas relevant to your business.

Workshop Training

Workshop sessions are conducted regularly and are aimed at existing users needing a refresher. These workshops comprise comprehensive training on particular modules of XPLAN. Case studies are used to demonstrate real-life applications.

All training is conducted using the latest version of XPLAN and includes the latest features and functionality. The workshop training calendar is updated quarterly and is subject to demand in each state.

General Public Training

IRESS conducts new user workshops twice a year open to the general public. These special sessions are targeted for candidates who require XPLAN training to enter the workforce. 

Customised Training

IRESS offers customised XPLAN training for any dealer groups or financial planning practices that require tailored training solutions for their staff. We discuss your specific needs, agenda items and timeframes, and develop an agreed training agenda based on your requirements. This training is chargeable based on the number of attendees, time and location of training required.


Book

To book training, please review the schedule in your local area:

Descriptions

Workshop Descriptions
New User - Administrator New User - Adviser
New User - Risk Advice Site Administration
Coding Essentials XTOOLS+ Entities
CommPay XTOOLS+ Wealth Creation
Threads XTOOLS and Engage
IRESS Portfolio System (IPS) Practice Management Introduction
Practice Management Advanced Practice Management GoTo Introduction - Part 1
Practice Management GoTo Introduction - Part 2 Practice Management GoTo Advanced - Part 1
Practice Management GoTo Advanced - Part 2

Want more information?

To find out more about the XPLAN training services, please email us.


Latest news

Wednesday, October 22, 2014
IRESS Integrates Markit's TCA ...
Thursday, August 21, 2014
IRESS Half Year Results 2014
Wednesday, July 16, 2014
XPLAN Continues to Lead Advice...
Friday, August 09, 2013
IRESS Half Year Results 2013
Media Centre

IRESS at a glance

For more information visit our company profile.

  • Employees 1340
    Global Employees
  • Offices 14
    Global Offices
  • Established 20+
    Years Experience
About IRESS

Services and support

Find out about how we support our clients and products.

IRESS Services

Contact us

Please contact us for more information about our products.

  • Phone General enquiries
    (03) 9018 5800
  • Phone Wealth support
    1300 130 069
  • Phone Financial support
    1800 681 078
Contact IRESS