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 August schedule below.  We thank you for your patience as we continue to make changes to our booking process. 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

New User
Monday, 7 December 2020 Time: 11.00am – 1.30pm ★ Places available

Risk Researcher
Monday, 7 December 2020 Time: 2.00pm – 4.30pm ★ Places available

Review Management
Tuesday, 8 December 2020 Time: 11.00am – 1.30pm ★ Places available

Xtools+ for Entities
Tuesday, 8 December 2020 Time: 2.00pm – 4.30pm ★ Places available

Case Threads
Wednesday, 9 December 2020 Time: 11.00am – 1.30pm ★ Places available

Practice Management - Automation
Wednesday, 9 December 2020 Time: 2.00pm – 4.00pm ★ Places available

Coding Essentials
Thursday, 10 December 2020 Time: 11.00am – 1.30pm ★ Places available

Xtools+ for Individuals
Thursday, 10 December 2020 Time: 2.00pm – 4.30pm ★ Places available

Xtools+ for Individuals
Monday, 14 December 2020 Time: 11.00am – 1.30pm ★ Places available

WealthSolver
Tuesday, 15 December 2020 Time: 11.00am – 1.30pm ★ Places available

Xtools+ for Entities
Tuesday, 15 December 2020 Time: 2.00pm – 4.30pm ★ Places available

Model Office Wizards
Wednesday, 16 December 2020 Time: 11.00am – 1.00pm ★ Places available

Portfolio
Wednesday, 16 December 2020 Time: 2.00pm – 4.00pm ★ Places available

New User
Monday, 11 January 2021 Time: 11.00am – 1.30pm ★ Places available

Risk Researcher
Monday, 11 January 2021 Time: 2.00pm – 4.30pm ★ Places available

WealthSolver
Tuesday, 12 January 2021 Time: 11.00am – 1.30pm ★ Places available

Practice Management – Communication
Wednesday, 13 January 2021 Time: 11.00am – 1.30pm ★ Places available

Portfolio
Wednesday, 13 January 2021 Time: 2.00pm – 4.30pm ★ Places available

Xtools+ for Individuals
Thursday, 14 January 2021 Time: 11.00am – 1.30pm ★ Places available

Practice Management - Automation
Friday, 15 January 2021 Time: 11.00am – 1.30pm ★ Places available

New User
Monday, 18 January 2021 Time: 11.00am – 1.30pm ★ Places available

Xtools+ for Entities
Monday, 18 January 2021 Time: 2.00pm – 4.30pm ★ Places available

Review Management
Tuesday, 19 January 2021 Time: 11.00am – 1.30pm ★ Places available

Risk Researcher
Tuesday, 19 January 2021 Time: 2.00pm – 4.30pm ★ Places available

WealthSolver
Wednesday, 20 January 2021 Time: 11.00am – 1.30pm ★ Places available

Portfolio
Wednesday, 20 January 2021 Time: 2.00pm – 4.30pm ★ Places available

Xtools+ for Individuals
Thursday, 21 January 2021 Time: 11.00am – 1.30pm ★ Places available

Coding Essentials
Monday, 25 January 2021 Time: 11.00am – 1.30pm ★ Places available

Xtools+ for Entities
Monday, 25 January 2021 Time: 2.00pm – 4.30pm ★ Places available

Case Threads
Wednesday, 27 January 2021 Time: 11.00am – 1.30pm ★ Places available

Xtools & Engage
Wednesday, 27 January 2021 Time: 2.00pm – 4.30pm ★ Places available

Model Office Wizards
Thursday, 28 January 2021 Time: 11.00am – 1.30pm ★ Places available

Webinars

Location

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

Sessions

Introducing Xplan Opportunities
Friday, 11 December 2020 Time: 12.00pm – 1.00pm ★ Places available

Introducing Xplan Opportunities
Monday, 14 December 2020 Time: 1.00pm – 2.00pm ★ Places available

General Public

Location

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

Sessions

Xtools+ for Individuals
Thursday, 26 November 2020 Time: 11.00am – 1.30pm ★ Places available

Book your training

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