iress

Training Australia

Continuous development for you and your business throughout Australia.

No-one knows our software better than we do, and we really understand the specialist needs of financial services businesses like yours.

We'll work with you to ensure everyone within your business is able to use the system effectively. We offer a wide choice of training options to suit everybody including role-based and module-based training, and a variety of delivery methods.

Information on sessions

Attendance
Attendance is limited to 5 participants per practice per classroom session.

Contact us
If you need to get in touch, email us at xplantraining@iress.com.

Cancellation Policy
These sessions are in high demand. In the event you are unable to attend, please ensure you notify us two business days before the session's date - so that we can fill the space. All cancellations after this time will incur a $51.50 cancellation fee per person.

Confirmation
Until you receive confirmation of your booking by email, your place is not guaranteed.

CPD Points
All classroom sessions award you 3 CPD points, except our 'Coding Essentials' session which awards you 4.5 CPD points and our 'Online' sessions offer no CPD points.

Adelaide

Location

UniSA, 61 North Terrace,
Iress Trading Lab, Yungondi Building,
West Campus, Level 1, Room 77
Map


Sessions

Coding Essentials
Thursday, 8 August 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Monday, 30 September 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 30 September 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Tuesday, 1 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities

Tuesday, 1 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Wednesday, 2 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management – Introduction
Wednesday, 2 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Thursday, 3 October 2019 Time: 9.00am - 12.00pm ★ Places available

Model Office Wizards
Thursday, 3 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Brisbane

Location

Level 2,
307 Queen Street,
Brisbane
Map


Sessions

New User
Monday, 12 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 12 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Tuesday, 13 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Tuesday, 13 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Tuesday, 20 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 20 August 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Thursday, 22 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Thursday, 22 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Monday, 26 August 2019 Time: 9.00am - 12.00pm ★ Places available

Model Office Wizards
Thursday, 29 August 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 9 September 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 9 September 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 10 September 2019 Time: 9.00am - 12.00pm ★ Places available

Iress Portfolio System (IPS)
Tuesday, 10 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Wednesday, 11 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Wednesday, 11 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 12 September 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Tuesday, 17 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Tuesday, 17 September 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Monday, 23 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Monday, 23 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Tuesday, 24 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 24 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Wednesday, 25 September 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Tuesday, 8 October 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Tuesday, 8 October 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Wednesday, 9 October 2019 Time: 9.00am – 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Wednesday, 9 October 2019 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Thursday, 10 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Thursday, 10 October 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Tuesday, 15 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Tuesday, 15 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Wednesday, 16 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 16 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 17 October 2019 Time: 9.00am - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Monday, 21 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Monday, 21 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Tuesday, 22 October 2019 Time: 9.00am - 12.00pm ★ Places available

Model Office Wizards
Wednesday, 23 October 2019 Time: 9.00am - 12.00pm ★ Places available

Hobart

Location

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


There are no sessions scheduled for Hobart.

Melbourne

Location

Level 16,
385 Bourke Street,
Melbourne
Map


Sessions

Threads
Thursday, 8 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 8 August 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 12 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 12 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Tuesday, 13 August 2019 Time: 9.00am - 4.00pm ★ Places available

Site Administration
Wednesday, 14 August 2019 Time: 9.00am - 12.00pm ★ Places available

Model Office Wizards
Thursday, 15 August 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 9 September 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 9 September 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 10 September 2019 Time: 9.00am - 12.00pm ★ Places available

Iress Portfolio System (IPS)
Tuesday, 10 September 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 16 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 16 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Wednesday, 18 September 2019 Time: 9.00am - 4.00pm ★ Places available

Threads
Thursday, 19 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 19 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Friday, 20 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Wealth Creation
Wednesday, 25 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Wednesday, 25 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Monday, 30 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Monday, 30 September 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Tuesday, 1 October 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Tuesday, 1 October 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Wednesday, 2 October 2019 Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Wednesday, 2 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Tuesday, 8 October 2019 Time: 9.00am - 12.00pm ★ Places available

Model Office Wizards
Wednesday, 9 October 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 14 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 14 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Wednesday, 16 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Wednesday, 16 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Thursday, 17 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 17 October 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Tuesday, 22 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Tuesday, 22 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Wednesday, 23 October 2019 Time: 9.00am - 4.00pm ★ Places available

Perth

Location

Saxons,
Level 1,
140 St Georges Terrace,
Perth
Map


Sessions

New User
Monday, 19 August 2019 Time: 9.00am - 12.00pm ★ Filling

Risk Researcher
Monday, 19 August 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 20 August 2019 Time: 9.00am - 12.00pm ★ Filling

Iress Portfolio System (IPS)
Tuesday, 20 August 2019 Time: 1.00pm - 4.00pm ★ Fully booked

Xtools+ Wealth Creation
Wednesday, 21 August 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 21 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Thursday, 22 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management – Introduction
Thursday, 22 August 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 28 October 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 28 October 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 29 October 2019 Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Tuesday, 29 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Wednesday, 30 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 30 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 31 October 2019 Time: 9.00am - 4.00pm ★ Places available

Site Administration
Friday, 1 November 2019 Time: 9.00am - 12.00pm ★ Places available

Sydney

Location

Level 1,
10 Shelley St,
Sydney
Map


Sessions

New User
Monday, 12 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 12 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Wednesday, 14 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Wednesday, 14 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 15 August 2019 Time: 9.00am - 4.00pm ★ Places available

Threads
Wednesday, 21 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 21 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Thursday, 22 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Wealth Creation
Tuesday, 27 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Tuesday, 27 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Wednesday, 28 August 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 9 September 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 9 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Tuesday, 10 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Tuesday, 10 September 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Wednesday, 11 September 2019 Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Wednesday, 11 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 12 September 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Monday, 16 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 16 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Thursday, 19 September 2019 Time: 9.00am - 12.00pm ★ Places available

Threads
Monday, 23 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Monday, 23 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Tuesday, 24 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Wealth Creation
Thursday, 3 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Thursday, 3 October 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Tuesday, 8 October 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Tussday, 8 October 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Thursday, 10 October 2019 Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Thursday, 10 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Tuesday, 15 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Tuesday, 15 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Thursday, 17 October 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 17 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 24 October 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Monday, 21 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 21 October 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Tuesday, 29 October 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Tuesday, 29 October 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Wednesday, 30 October 2019 Time: 9.00am - 12.00pm ★ Places available

Site Administration
Thursday, 31 October 2019 Time: 9.00am - 12.00pm ★ Places available

Webinars

Location

Interactive connection from your office. Please note, all times are EDST


Sessions

★ Course to be scheduled. Please check again soon.

Session descriptions

Core session

New User

Supplementary sessions

Coding Essentials
Iress Portfolio Systems
Model Office Wizards
Practice Management - Advanced
Practice Management - Introduction
Review Management
Risk Researcher
Site Administration
Threads
WealthSolver
XTOOLS & Engage
XTOOLS+ Wealth Creation
XTOOLS+ Entities

Online only sessions

Client Online Access
Client Online Access Management
CommPay Lodge View
Datafeeds
Group Data & Site Modification

Xplan Solutions webinar sessions

Modelling entities in WealthSolver

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Our software is used by more than 9,000 businesses and 500,000 users globally.

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