Training Schedule

 

Session

Date

Time

Status

CPD Points

Site Administration

Wednesday, 27 March 2019

9.00am – 12.00pm

Available 

3

Model Office Wizards

Thursday, 28 March 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Monday, 1 April 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 1 April 2019

1.00pm – 4.00pm

Fully Booked

3

WealthSolver

Tuesday, 2 April 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Tuesday, 2 April 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Wednesday, 3 April 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Wednesday, 3 April 2019

1.00pm – 4.00pm

Available 

3

Threads

Thursday, 4 April 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Thursday, 4 April 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 15 April 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 15 April 2019

1.00pm – 4.00pm

Available 

3

Review Management

Tuesday, 16 April 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Tuesday, 16 April 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Thursday, 18 April 2019

9.00am – 12.00pm

Available 

3

Coding Essentials

Monday, 29 April 2019

9.00am – 4.00pm

Available 

4.5

Site Administration

Tuesday, 30 April 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Monday, 6 May 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 6 May 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Tuesday, 7 May 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Tuesday, 7 May 2019

1.00pm – 4.00pm

Available 

3

Review Management

Wednesday, 8 May 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 8 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

XTOOLS+ Wealth Creation

Thursday, 16 May 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Thursday, 16 May 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 27 May 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 27 May 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Tuesday, 28 May 2019

9.00am – 4.00pm

Available 

4.5

Site Administration

Wednesday, 29 May 2019

9.00am – 12.00pm

Available 

3

Model Office Wizards

Thursday, 30 May 2019

9.00am – 12.00pm

Available 

3

 

Training Location

Level 16, 385 Bourke Street, Melbourne

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 2 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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