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

Please find the July schedule below.  We thank you for your patience as we continue to make changes to our booking process. There may be a slight delay in publishing the August schedule. More information will be shared soon.

Attendance
Each Virtual Classroom session will have a maximum limit of 30 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.

Virtual Classroom

Location

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

Sessions

Xtools+ for Entities
Thursday, 9 July 2020 Time: 2.00pm – 4.30pm ★ Places available

Xtools & Engage
Monday, 13 July 2020 Time: 2.00pm – 4.00pm ★ Places available

WealthSolver
Tuesday, 14 July 2020 Time: 11.00am – 1.30pm ★ Places available

Review Management
Wednesday, 15 July 2020 Time: 11.00am – 1.30pm ★ Places available

Practice Management – Communication
Thursday, 16 July 2020 Time: 11.00am – 1.00pm ★ Places available

Xtools+ for Individuals
Monday, 20 July 2020 Time: 11.00am – 1.30pm ★ Places available

Portfolio
Monday, 20 July 2020 Time: 2.00pm – 4.00pm ★ Places available

Practice Management - Automation
Tuesday, 21 July 2020 Time: 2.00pm – 4.00pm ★ Places available

Risk Researcher
Thursday, 23 July 2020 Time: 2.00pm – 4.30pm ★ Places available

New User
Monday, 27 July 2020 Time: 11.00am – 1.30pm ★ Places available

Case Threads
Tuesday, 28 July 2020 Time: 11.00am – 1.30pm ★ Places available

Xtools+ for Individuals
Wednesday, 29 July 2020 Time: 11.00am – 1.30pm ★ Places available

Xtools+ for Entities
Thursday, 30 July 2020 Time: 2.00pm – 4.30pm ★ Places available

Model Office Wizards
Friday, 31 July 2020 Time: 11.00am – 1.00pm ★ Places available

Webinars

Location

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

Sessions

Enhancing WealthSolver and Risk Researcher modelling
Monday, 27 July 2020 Time: 12.00pm – 1.00pm ★ Places available

Enhancing WealthSolver and Risk Researcher modelling
Tuesday, 28 July 2020 Time: 2.00pm – 3.00pm ★ Places available

Book your training

We will process any personal information collected on this page in accordance with our privacy policy.