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.
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
