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.

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
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.

Schedule Information
As of March 2020, the Training Team will be delivering classroom training sessions on a later Xplan version being December 2019 Major Release. In addition, a review of our sessions has been undertaken resulting in alterations to our content, providing you more value and knowledge. Please ensure you review the Session Descriptions to ensure your enrollment is the suitable for you. These will be posted shortly.

Adelaide

Location

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


Sessions

New User
Monday, 24 February 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 24 February 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Tuesday, 25 February 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Tuesday, 25 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Wednesday, 26 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 26 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Thursday, 27 February 2020 Time: 9.00am – 4.00pm ★ Places available

Brisbane

Location

Level 2,
307 Queen Street,
Brisbane
Map


Sessions

Site Administration
Monday, 13 January 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Tuesday, 14 January 2020 Time: 9.00am – 12.00pm ★ Fully Booked

Risk Researcher
Tuesday, 14 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Wednesday, 15 January 2020 Time: 9.00am - 12.00pm ★ Places available

WealthSolver
Thursday, 16 January 2020 Time: 9.00am – 12.00pm ★ Fully booked

Portfolio
Thursday, 16 January 2020 Time: 1.00pm – 4.00pm ★ Places available

New User
Monday, 20 January 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 20 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Tuesday, 21 January 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Tuesday, 21 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Wednesday, 22 January 2020 Time: 9.00am – 4.00pm ★ Places available

Threads
Thursday, 23 January 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 23 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Friday, 24 January 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Friday, 24 January 2020 Time: 1.00pm – 4.00pm ★ Places available

New User
Monday, 3 February 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 3 February 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Wednesday, 5 February 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Wednesday, 5 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Tuesday, 11 February 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Tuesday, 11 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Wednesday, 12 February 2020 Time: 9.00am – 4.00pm ★ Places available

Threads
Thursday, 13 February 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 13 February 2020 Time: 1.00pm – 4.00pm ★ Places available

New User
Monday, 17 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 17 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Tuesday, 18 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Tuesday, 18 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Thursday, 20 February 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Wednesday, 4 March 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Wednesday, 4 March 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Thursday, 5 March 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Thursday, 5 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Monday, 9 March 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Monday, 9 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Thursday, 12 March 2020 Time: 9.00am – 4.00pm ★ Places available

New User
Tuesday, 17 March 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Tuesday, 17 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Case Threads
Wednesday, 18 March 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Advanced
Wednesday, 18 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ for Individuals
Thursday, 19 March 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ for Entities
Thursday, 19 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Monday, 23 March 2020 Time: 9.00am – 12.00pm ★ Places available

Site Administration
Thursday, 26 March 2020 Time: 9.00am – 12.00pm ★ Places available

Hobart

Location

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


Sessions

There are currently no scheduled sessions.

Melbourne

Location

Level 16,
385 Bourke Street,
Melbourne
Map


Sessions

New User
Monday, 13 January 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 13 January 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Tuesday, 14 January 2020 Time: 9.00am – 12.00pm ★ Filling

Portfolio
Tuesday, 14 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Wednesday, 15 January 2020 Time: 9.00am – 4.00pm ★ Places available

Review Management
Thursday, 16 January 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Thursday, 16 January 2020 Time: 1.00pm – 4.00pm ★ Places available

New User
Monday, 20 January 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 20 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Threads
Tuesday, 21 January 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 21 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Wednesday, 22 January 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 22 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
Thursday, 23 January 2020 Time: 9.00am – 12.00pm ★ Places available

Model Office Wizards
Tuesday, 28 January 2020 Time: 9.00am - 12.00pm ★ Places available

New User
Tuesday, 4 February 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Tuesday, 4 February 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Wednesday, 5 February 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Wednesday, 5 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Monday, 10 February 2020 Time: 9.00am – 4.00pm ★ Places available

Review Management
Wednesday, 12 February 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Wednesday, 12 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Thursday, 13 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Thursday, 13 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Threads
Wednesday, 19 February 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 19 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
Thursday, 20 February 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Monday, 24 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 24 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Tuesday, 25 February 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Monday, 2 March 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 2 March 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Wednesday, 4 March 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Wednesday, 4 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Tuesday, 10 March 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Tuesday, 10 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Wednesday, 11 March 2020 Time: 9.00am – 4.00pm ★ Places available

Case Threads
Thursday, 12 March 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 12 March 2020 Time: 1.00pm – 4.00pm ★ Places available

New User
Monday, 16 March 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 16 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ for Individuals
Thursday, 19 March 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ for Entities
Thursday, 19 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
Tuesday, 24 March 2020 Time: 9.00am – 12.00pm ★ Places available

Model Office Wizards
Wednesday, 25 March 2020 Time: 9.00am – 12.00pm ★ Places available

Perth

Location

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


Sessions

New User
Monday, 17 February 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 17 February 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Tuesday, 18 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Tuesday, 18 February 2020 Time: 1.00pm – 4.00pm ★ Fully Booked

Coding Essentials
Wednesday, 19 February 2020 Time: 9.00am – 4.00pm ★ Places available

Threads
Thursday, 20 February 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 20 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Friday, 21 February 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Monday, 30 March 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 30 March 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Tuesday, 31 March 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Tuesday, 31 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ for Individuals
Wednesday, 1 April 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ for Entities
Wednesday, 1 April 2020 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Thursday, 2 April 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Communication
Thursday, 2 April 2020 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Friday, 3 April 2020 Time: 9.00am – 12.00pm ★ Places available

Sydney

Location

Level 1,
10 Shelley St,
Sydney
Map


Sessions

New User
Monday, 13 January 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 13 January 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Wednesday, 15 January 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Wednesday, 15 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Thursday, 16 January 2020 Time: 9.00am – 4.00pm ★ Places available

New User
Monday, 20 January 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 20 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Tuesday, 21 January 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Tuesday, 21 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Threads
Wednesday, 22 January 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 22 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Tuesday, 28 January 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Tuesday, 28 January 2020 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
Wednesday, 29 January 2020 Time: 9.00am – 12.00pm ★ Places available

Model Office Wizards
Thursday, 30 January 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Monday, 3 February 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 3 February 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Tuesday, 4 February 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Tuesday, 4 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Wednesday, 5 February 2020 Time: 9.00am – 4.00pm ★ Places available

Review Management
Monday, 10 February 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Monday, 10 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Threads
Tuesday, 11 February 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 11 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
Thursday, 13 February 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Monday, 17 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 17 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Wednesday, 19 February 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 19 February 2020 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Monday, 24 February 2020 Time: 9.00am – 12.00pm ★ Places available

New User
Tuesday, 3 March 2020 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Tuesday, 3 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Tuesday, 10 March 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Tuesday, 10 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Case Threads
Wednesday, 11 March 2020 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 11 March 2020 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
Tuesday, 17 March 2020 Time: 9.00am – 12.00pm ★ Places available

Portfolio
Tuesday, 17 March 2020 Time: 1.00pm – 4.00pm ★ Places available

New User
Monday, 16 March 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 16 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Wednesday, 18 March 2020 Time: 9.00am – 4.00pm ★ Places available

Xtools+ for Individuals
Monday, 23 March 2020 Time: 9.00am – 12.00pm ★ Places available

Xtools+ for Entities
Monday, 23 March 2020 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
Wednesday, 25 March 2020 Time: 9.00am – 12.00pm ★ Places available

Model Office Wizards
Thursday, 26 March 2020 Time: 9.00am – 12.00pm ★ Places available

Webinars

Location

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


Sessions

To be scheduled.

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