Training Australia

Continuous development for you and your business throughout Australia.

Your safety and that of our team is our priority and with the outbreak of COVID-19 we have had to make some changes to the way we deliver our software training. Learn more

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
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.

Iress Learning Centre: launching 26 March

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.

Virtual Classroom

Location

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

Sessions

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

Webinars

Location

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

Sessions

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

General Public

Location

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

Sessions

No sessions scheduled

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