To find out more about any of the following VisiPlan training services, please email us.

Workshop Training

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

All training is conducted using the latest version of VisiPlan and includes the latest features and functionality.

The workshop training calendar is updated quarterly and is subject to demand in each state.

Cost: Workshop training is provided free of charge.

How to Book: To register your interest, please email us and provide the state, preferred date and workshops you would like to attend. In the event that we need to contact the participants directly, please also include the following details in your email:

• Name of particpant(s)
• Participant contact details (email and telephone number)
• Business / Dealership name.

Please note: Until you receive confirmation of your booking, you are not booked in. If the date you prefer is fully booked, you will be offered an alternative date.

• Workshop Schedule July - September 2010 

• Workshop Descriptions

Tailored Training

VisiPlan offers customised training to assist clients in maximising their VisiPlan efficiency. Course content is designed in consultation with the client and tailored to their specific needs. We can conduct tailored training at:

• IRESS offices in Melbourne, Sydney and Brisbane
• external training rooms
• adviser sites.

Tailored training can also include:

• delivering sessions at orientation or professional development days
• training the trainers within your organisation
• consulting style training to review and provide advice on how best to adapt your existing processes into VisiPlan.

Cost: Tailored training fees are $995 per day (including GST). This rate does not include direct travel costs, accommodation or external venue hire costs.

The following Microsoft Excel spreadsheet can assist in assembling a training agenda and determining training costs.

• Construct a training agenda

Ad-hoc Training

For one or two hour training requirements (e.g. a particular module), please contact your Account Executive to arrange.

Practice Management Video

Installation Instructions

1. Download the file.
2. Call VisiPlan Support on 1300 130 069 for the zip file password.
3. Unzip the downloaded file and read the instructional document located in the 'Practice Management' folder.