Venue: IRESS, Level 18, 385 Bourke Street, Melbourne VIC 3000
Note: From February 2012, training is based on XPLAN version 2.
| Cost |
Workshop training is provided free of charge.
Note: attendance is limited to 2 participants per practice per course. |
| Prerequisites |
There are prerequisites for attending the supplementary workshops. Please refer to the workshop descriptions and ensure that you meet the requirements prior to registering for a supplementary course. |
Cancellations
|
XPLAN workshops 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 workshop date. This will enable us to fill the space. All cancellations after this timeframe will incur a $50 cancellation fee per person. |
| Late Arrivals |
Please arrive promptly. Due to possible disruption to other trainees, there will be no admittance to anyone arriving more than 30 minutes late. |
May 2012
| Course |
Status |
Date |
Time |
| New User – Administrator |
Filling |
02/05/2012 |
9.00am – 4.00pm |
| New User – Adviser |
Filling |
03/05/2012 |
9.00am – 4.30pm |
| XTOOLS and XTOOLS+ Wealth Creation |
Fully booked |
07/05/2012 |
9.00am – 12.00pm |
| XTOOLS+ Entities |
Filling |
07/05/2012 |
1.00pm – 4.00pm |
| Practice Management |
|
08/05/2012 |
9.00am – 4.30pm |
| IPS |
Fully booked |
14/05/2012 |
9.00am – 12.00pm |
| Threads |
|
14/05/2012 |
1.00pm – 4.00pm |
| New User – Risk Advice |
|
15/05/2012 |
9.00am – 12.00pm |
| Site Administration |
Filling |
15/05/2012 |
1.00pm – 4.00pm |
| Coding |
|
16/05/2012 |
9.00am – 4.00pm |
| New User – Administrator |
|
21/05/2012 |
9.00am – 4.00pm |
| New User – Adviser |
|
22/05/2012 |
9.00am – 4.30pm |
June 2012
| Course |
Status |
Date |
Time |
| New User – Administrator |
|
05/06/2012 |
9.00am – 4.00pm |
| New User – Adviser |
|
06/06/2012 |
9.00am – 4.30pm |
| XTOOLS and XTOOLS+ Wealth Creation |
|
12/06/2012 |
9.00am – 12.00pm |
| XTOOLS+ Entities |
|
12/06/2012 |
1.00pm – 4.00pm |
| Practice Management |
|
13/06/2012 |
9.00am – 4.30pm |
| IPS |
|
19/06/2012 |
9.00am – 12.00pm |
| Threads |
|
19/06/2012 |
1.00pm – 4.00pm |
| Coding |
|
20/06/2012 |
9.00am – 4.00pm |
| New User – Administrator (GENERAL PUBLIC) |
|
21/06/2012 |
9.00am – 4.00pm |
| New User – Adviser (GENERAL PUBLIC) |
|
22/06/2012 |
9.00am – 4.30pm |
| New User Risk Advice |
|
25/06/2012 |
9.00am – 12.00pm |
| Site Administration |
|
25/06/2012 |
1.00pm – 4.00pm |
July 2012
| Course |
Status |
Date |
Time |
| New User – Administrator |
|
04/07/2012 |
9.00am – 4.00pm |
| New User – Adviser |
|
05/07/2012 |
9.00am – 4.30pm |
| XTOOLS and XTOOLS+ Wealth Creation |
|
10/07/2012 |
9.00am – 12.00pm |
| XTOOLS+ Entities |
|
10/07/2012 |
1.00pm – 4.00pm |
| Practice Management |
|
11/07/2012 |
9.00am – 4.30pm |
| IPS |
|
16/07/2012 |
9.00am – 12.00pm |
| Threads |
|
16/07/2012 |
1.00pm – 4.00pm |
| Coding |
|
17/07/2012 |
9.00am – 4.00pm |
| New User – Risk Advice |
|
26/07/2012 |
9.00am – 12.00pm |
| Site Administration |
|
26/07/2012 |
1.00pm – 4.00pm |