Build relationships that transform your business.
Faster, smarter trading for firms of every size.
Technology for higher performance.
A better mortgage experience for everyone.
Helping you find & apply for the right products for your clients.
Fund administration to member advice - and everything in between.
Continuous development for you and your business throughout Australia.
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.
Attendance
Each Virtual Classroom session will have a maximum limit of 25 participants. This allows the learner to be fully interactive with the facilitator. Attendance is limited to 5 participants per practice per Virtual Classroom session. Sessions are free of charge for current Xplan subscription holders. If you are a Non-Xplan client, please contact us for information on sessions available to you.
Contact us
If you need to get in touch, email us at xplantraining@iress.com
Cancellation Policy
Our Virtual Classroom 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.
Confirmation
Until you receive confirmation of your booking by email, your place is not guaranteed.
CPD Points
CPD points are currently not offered for our Virtual Classroom session however we are working on implementing CPD points in the near future.
We have a new approach coming to training at Iress, giving you control over your own learning.
We are launching our new self-service learning management system in Australia and New Zealand for Xplan and CommPay services on 26 March.
Iress Learning Centre will bring together all the different training options into one central platform. As a result the website booking system will no longer be available after 25 March. After this date you will register for all training via Iress Learning Centre.
More information will be provided soon. For any question please contact your account manager.
Interactive connection from your office. Please note, all times are EDST
New User
Monday, 1 March 2021 Time: 11.00am – 1.30pm ★ Fully Booked
Risk Researcher
Tuesday, 2 March 2021 Time: 2.00pm – 4.30pm ★ Places available
Coding Essentials
Wednesday, 3 March 2021 Time: 11.00am – 1.30pm ★ Places available
WealthSolver
Thursday, 4 March 2021 Time: 11.00am – 1.30pm ★ Places available
Portfolio
Thursday, 4 March 2021 Time: 2.00pm – 4.30pm ★ Places available
Review Management
Tuesday, 9 March 2021 Time: 11.00am – 1.30pm ★ Places available
Xtools & Engage
Thursday, 11 March 2021 Time: 2.00pm – 4.30pm ★ Places available
Practice Management – Communication
Monday, 15 March 2021 Time: 11.00am – 1.30pm ★ Places available
WealthSolver
Monday, 15 March 2021 Time: 2.00pm – 4.30pm ★ Places available
Case Threads
Tuesday, 16 March 2021 Time: 11.00am – 1.30pm ★ Places available
Practice Management - Automation
Wednesday, 17 March 2021 Time: 11.00am – 1.30pm ★ Places available
Xtools+ for Individuals
Thursday, 18 March 2021 Time: 11.00am – 1.30pm ★ Places available
Xtools+ for Entities
Thursday, 18 March 2021 Time: 2.00pm – 4.30pm ★ Places available
Portfolio
Monday, 22 March 2021 Time: 11.00am – 1.30pm ★ Places available
Xtools+ for Individuals
Monday, 22 March 2021 Time: 2.00pm – 4.30pm ★ Places available
Risk Researcher
Tuesday, 23 March 2021 Time: 11.00am – 1.30pm ★ Places available
New User
Tuesday, 23 March 2021 Time: 2.00pm – 4.30pm ★ Places available
Xtools+ for Entities
Wednesday, 24 March 2021 Time: 11.00am – 1.30pm ★ Places available
Model Office Wizards
Thursday, 25 March 2021 Time: 11.00am – 1.30pm ★ Places available
Interactive connection from your office. Please note, all times are EDST
Using Xplan and Client Portal for onboarding fact find and review
Wednesday, 10 March 2021 Time: 12:00pm - 1:00pm ★ Places available
Using Xplan and Client Portal for onboarding fact find and review
Thursday, 11 March 2021 Time: 1:00pm - 2:00pm ★ Places available
Interactive connection from your office. Please note, all times are EDST
No sessions scheduled
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.