Training Schedule

  

Session

Date

Time

Status

CPD Points

New User

Monday, 14 January 2019

9.00am – 12.00pm

Filling

3

Risk Researcher

Monday, 14 January 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Tuesday, 15 January 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Tuesday, 15 January 2019

1.00pm – 4.00pm

Available 

3

Review Management

Wednesday, 16 January 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Wednesday, 16 January 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Thursday, 17 January 2019

9.00am – 4.00pm

Available 

4.5

New User

Tuesday, 22 January 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Tuesday, 22 January 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Wednesday, 23 January 2019

9.00am – 12.00pm

Fully Booked

3

XTOOLS+ Entities

Wednesday, 23 January 2019

1.00pm – 4.00pm

Fully Booked

3

Model Office Wizards

Thursday, 24 January 2019

9.00am – 12.00pm

Available 

3

Threads

Tuesday, 29 January 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Tuesday, 29 January 2019

1.00pm – 4.00pm

Available 

3

 Site Administration

 Thursday, 31 January 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Monday, 11 February 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Monday, 11 February 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Wednesday, 13 February 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Wednesday, 13 February 2019

1.00pm – 4.00pm

Available 

3

Review Management

Thursday, 14 February 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Thursday, 14 February 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 18 February 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 18 February 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Tuesday, 19 February 2019

9.00am – 4.00pm

Available 

4.5

Threads

Wednesday, 20 February 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Wednesday, 20 February 2019

1.00pm – 4.00pm

Available 

3

Site Administration

Thursday, 21 February 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Wealth Creation

Tuesday, 26 February 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Tuesday, 26 February 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Wednesday, 27 February 2019

9.00am – 12.00pm

Available 

3

 

 

 

 

 

New User

Tuesday, 5 March 2019

9.00am – 12.00pm

Available 

3

Risk Researcher

Tuesday, 5 March 2019

1.00pm – 4.00pm

Available 

3

WealthSolver

Wednesday, 6 March 2019

9.00am – 12.00pm

Available 

3

IRESS Portfolio System (IPS)

Wednesday, 6 March 2019

1.00pm – 4.00pm

Available 

3

Review Management

Monday, 11 March 2019

9.00am – 12.00pm

Available 

3

Practice Management – Introduction

Monday, 11 March 2019

1.00pm – 4.00pm

Available 

3

Coding Essentials

Tuesday, 12 March 2019

9.00am – 4.00pm

Available 

4.5

Site Administration

Wednesday, 13 March 2019

9.00am – 12.00pm

Available 

3

Threads

Thursday, 14 March 2019

9.00am – 12.00pm

Available 

3

Practice Management - Advanced

Thursday, 14 March 2019

1.00pm – 4.00pm

Available 

3

New User

Monday, 18 March 2019

9.00am – 12.00pm

Available 

3

XTOOLS & Engage

Monday, 18 March 2019

1.00pm – 4.00pm

Available 

3

XTOOLS+ Wealth Creation

Monday, 25 March 2019

9.00am – 12.00pm

Available 

3

XTOOLS+ Entities

Monday, 25 March 2019

1.00pm – 4.00pm

Available 

3

Model Office Wizards

Tuesday, 26 March 2019

9.00am – 12.00pm

Available 

3

 

Training Location

Level 1, 10 Shelley St, Sydney

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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