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

In June 2012, IRESS is conducting a set of new user workshops open to the general public. These special sessions are targeted for candidates who require XPLAN training to enter the workforce. Conducted in Brisbane, Sydney and Melbourne only, the workshops are free of charge. View the schedule below to confirm dates, then use the 'Book training' form to register your interest.


Book

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

Descriptions

Workshop Descriptions
New User - Administrator Practice Management
New User - Adviser Site Administration
New User - Risk Advice Threads
Coding Essentials XTOOLS+ Entities
IRESS Portfolio System (IPS) XTOOLS and XTOOLS+ Wealth Creation

Want more information?

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


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IRESS at a glance

For more information visit our company profile.

  • Employees 650
    Global Employees
  • Offices 14
    Global Offices
  • Established 18+
    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