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

Sessions are free of charge for current Xplan subscription holders. If you are not a current Xplan user, please contact us for information on our general public sessions.

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

Cancellation Policy
C
lassroom 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. Classroom 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 2.75 CPD points, except our 'Coding Essentials' session which awards you 5 CPD points and our webinar sessions offer no CPD points.

Adelaide

Location

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


Sessions

Please visit the Webinar section below for upcoming sessions.

Brisbane

Location

Level 2,
307 Queen Street,
Brisbane
Map


Sessions

Please visit the Webinar section below for upcoming sessions.

Hobart

Location

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


Sessions

Please visit the Webinar section below for upcoming sessions.

Melbourne

Location

Level 16,
385 Bourke Street,
Melbourne
Map


Sessions

Please visit the Webinar section below for upcoming sessions.

Perth

Location

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


Sessions

Please visit the Webinar section below for upcoming sessions.

Sydney

Location

Level 1,
10 Shelley St,
Sydney
Map


Sessions

Please visit the Webinar section below for upcoming sessions.

Webinars

Location

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

Xplan Solutions

Xplan's Communication Tools
Wednesday, 15 April 2020 Time: 12pm - 1pm ★ Places available

Xplan's Communication Tools
Wednesday, 22 April 2020 Time: 2pm - 3pm ★ Places available

Sessions

WealthSolver
Wednesday, 8 April 2020 Time: 11am - 1pm ★ Fully Booked

Portfolio
Wednesday, 8 April 2020 Time: 2pm - 4pm ★ Fully Booked

Coding Essentials
Tuesday, 14 April 2020 Time: 11am - 1pm ★ Places available

Xtools and Engage
Tuesday, 14 April 2020 Time: 2pm - 4pm ★ Places available

Case Threads
Thursday, 16 April 2020 Time: 11am - 1pm ★ Places available

Practice Management - Automation
Thursday, 16 April 2020 Time: 2pm - 4pm ★ Places available

Review Management
Tuesday, 21 April 2020 Time: 11am - 1pm ★ Places available

Practice Management - Communication
Tuesday, 21 April 2020 Time: 2pm - 4pm ★ Places available

Xtools+ for Individuals
Wednesday, 22 April 2020 Time: 11am - 1pm ★ Places available

Xtools+ for Entities
Wednesday, 22 April 2020 Time: 2pm - 4pm ★ Places available

Model Office Wizards
Monday, 27 April 2020 Time: 11am - 1pm ★ Places available

WealthSolver
Tuesday, 5 May 2020 Time: 11am - 1pm ★ Places available

Portfolio
Tuesday, 5 May 2020 Time: 2pm - 4pm ★ Places available

New User
Wednesday, 6 May 2020 Time: 11am - 1pm ★ Places available

Risk Researcher
Wednesday, 6 May 2020 Time: 2pm - 4pm ★ Places available

Case Threads
Tuesday, 12 May 2020 Time: 11am - 1pm ★ Places available

Practice Management - Automation
Tuesday, 12 May 2020 Time: 2pm - 4pm ★ Places available

Coding Essentials
Wednesday, 13 May 2020 Time: 11am - 1pm ★ Places available

Xtools and Engage
Wednesday, 13 May 2020 Time: 2pm - 4pm ★ Places available

Review Management
Tuesday, 19 May 2020 Time: 11am - 1pm ★ Places available

Practice Management - Communication
Tuesday, 19 May 2020 Time: 2pm - 4pm ★ Places available

Xtools+ for Individuals
Wednesday, 20 May 2020 Time: 11am - 1pm ★ Places available

Xtools+ for Entities
Wednesday, 20 May 2020 Time: 2pm - 4pm ★ Places available

Model Office Wizards
Thursday, 21 May 2020 Time: 11am - 1pm ★ Places available

General Public Sessions

These sessions are held twice a year and are reserved for Non-Iress Clients, i.e. individuals yet to have a subscription to Xplan.

New User
Thursday, 11 Jun 2020 Time: 11am - 1pm ★ Places available

Risk Researcher
Thursday, 11 Jun 2020 Time: 2pm - 4pm ★ Places available

WealthSolver
Thursday, 25 Jun 2020 Time: 11am - 1pm ★ Places available

Xtools+ for Individuals
Thursday, 25 Jun 2020 Time: 2pm - 4pm ★ Places available

Book your training

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