Training Schedule

 Workshop

Date

Time

Status

CPD Points

New User

Monday, 13 May 2019

9.00am – 12.00pm

Available 

3

Review Management

Monday, 13 May 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Tuesday, 14 May 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Tuesday, 14 May 2019

1.00pm – 4.00pm

Available 

3

Threads

Wednesday, 15 May 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Wednesday, 15 May 2019

1.00pm – 4.00pm

Available 

3

Risk Researcher

Thursday, 16 May 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Thursday, 16 May 2019

1.00pm - 4.00pm

Available

3

WealthSolver

Friday, 17 May 2019

9.00am – 12.00pm

Available 

3

 

Training Location

The Quill Consultancy, Level 11, 39 Murray Street, Hobart

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 5 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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