iress

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.

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. Please let us know by sending an email to xplantraining@iress.com. 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.

Adelaide

Location

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


Sessions

New User - General public included
Monday, 24 June 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher - General public included
Monday, 24 June 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Tuesday, 25 June 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Tuesday, 25 June 2019 Time: 1.00pm - 4.00pm ★ Place available

Review Management
Wednesday, 26 June 2018 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Wednesday, 26 June 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Thursday, 27 June Time: 2019 - 9.00am - 12.00pm ★ Place available

Site Administration
Thursday, 27 June 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 5 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 5 August 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 6 August 2019 Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Tuesday, 6 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Wednesday, 7 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 7 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 8 August 2019 Time: 9.00am - 4.00pm ★ Places available

Brisbane

Location

Level 2,
307 Queen Street,
Brisbane
Map


Sessions

New User
Tuesday, 16 July 2019 Time: 9.00am - 12.00pm ★ Fully booked

XTOOLS & Engage
Tuesday, 16 July 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Wednesday, 17 July Time: 2019 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 17 July 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Wednesday, 24 July 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Wednesday, 24 July 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Tuesday, 30 July 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Thursday, 1 August 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Thursday, 1 August 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 6 August 2019 Time: 9.00am - 12.00pm ★ Places available

Iress Portfolio System (IPS)
Tuesday, 6 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Wednesday, 7 August 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Monday, 12 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 12 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Tuesday, 13 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Tuesday, 13 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Tuesday, 20 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 20 August 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Thursday, 22 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Thursday, 22 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Monday, 26 August 2019 Time: 9.00am - 12.00pm ★ Places available

Model Office Wizards
Thursday, 29 August 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 9 September 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 9 September 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 10 September 2019 Time: 9.00am - 12.00pm ★ Places available

Iress Portfolio System (IPS)
Tuesday, 10 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Wednesday, 11 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management – Introduction
Wednesday, 11 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 12 September 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Tuesday, 17 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Tuesday, 17 September 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Monday, 23 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Monday, 23 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Tuesday, 24 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 24 September 2019 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Wednesday, 25 September 2019 Time: 9.00am – 12.00pm ★ Places available

Hobart

Location

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


There are no sessions scheduled for Hobart.

Melbourne

Location

Level 16,
385 Bourke Street,
Melbourne
Map


Sessions

New User
Monday, 1 July 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 1 July 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Tuesday, 2 July 2019Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Tuesday, 2 July 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Tuesday, 16 July 2019 Time: 9.00am - 12.00pm ★ Places available

Review Management
Wednesday, 17 July 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management – Introduction
Wednesday, 17 July 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 22 July 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 22 July 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Tuesday, 23 July 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 23 July 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Monday, 29 July 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Monday, 29 July 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Tuesday, 30 July 2019 Time: 9.00am - 4.00pm ★ Places available

Site Administration
Wednesday, 31 July 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Thursday, 1 August 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Thursday, 1 August 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Monday, 5 August 2019 Time: 9.00am - 12.00pm ★ Places available

Iress Portfolio System (IPS)
Monday, 5 August 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Tuesday, 6 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Tuesday, 6 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Wednesday, 7 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Wednesday, 7 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Thursday, 8 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 8 August 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 12 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 12 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Tuesday, 13 August 2019 Time: 9.00am - 4.00pm ★ Places available

Site Administration
Wednesday, 14 August 2019 Time: 9.00am - 12.00pm ★ Places available

Model Office Wizards
Thursday, 15 August 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 9 September 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 9 September 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
 Tuesday, 10 September 2019 Time: 9.00am - 12.00pm ★ Places available

Iress Portfolio System (IPS)
Tuesday, 10 September 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 16 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 16 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Wednesday, 18 September 2019 Time: 9.00am - 4.00pm ★ Places available

Threads
Thursday, 19 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 19 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Friday, 20 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Wealth Creation
Wednesday, 25 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Wednesday, 25 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Monday, 30 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Monday, 30 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Perth

Location

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


Sessions

New User
Monday, 19 August 2019 Time: 9.00am - 12.00pm ★ Places filling

Risk Researcher
Monday, 19 August 2019 Time: 1.00pm - 4.00pm ★ Places filling

WealthSolver
Tuesday, 20 August 2019 Time: 9.00am - 12.00pm ★ Places filling

IRESS Portfolio System (IPS)
Tuesday, 20 August 2019 Time: 1.00pm - 4.00pm ★ Places filling

XTOOLS+ Wealth Creation
Wednesday, 21 August 2019 Time: 9.00am - 12.00pm ★ Fully Booked

XTOOLS+ Entities
Wednesday, 21 August 2019 Time: 1.00pm - 4.00pm ★ Fully Booked

Review Management
Thursday, 22 August 2019 Time: 9.00am - 12.00pm ★ Place available 

Practice Management – Introduction
Thursday, 22 August 2019 Time: 1.00pm - 4.00pm ★ Place available 

XTOOLS & Engage
Friday, 23 August 2019 Time: 9.00am – 12.00pm ★ Place available 

Sydney

Location

Level 1,
10 Shelley St,
Sydney
Map


Sessions

New User
Wednesday, 17 July 2019 Time: 9.00am - 12.00pm ★ Fully booked

XTOOLS & Engage
Wednesday, 17 July 2019 Time: 1.00pm - 4.00pm ★ Places available

XTOOLS+ Wealth Creation
Thursday, 18 July 2019 Time: 9.00am - 12.00pm ★ Places filling

XTOOLS+ Entities
Thursday, 18 July 2019 Time: 1.00pm - 4.00pm ★ Places filling

Model Office Wizards
Tuesday, 23 July 2019 Time: 9.00am - 12.00pm ★ Places available

Site Administration
Wednesday, 24 July 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Tuesday, 6 August 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Tuesday, 6 August 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Wednesday, 7 August 2019 Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Wednesday, 7 August 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 12 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 12 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Wednesday, 14 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Wednesday, 14 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 15 August 2019 Time: 9.00am - 4.00pm ★ Places available

Threads
Wednesday, 21 August 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 21 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Thursday, 22 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Wealth Creation
Tuesday, 27 August 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS+ Entities
Tuesday, 27 August 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Wednesday, 28 August 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 9 September 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher
Monday, 9 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Tuesday, 10 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Tuesday, 10 September 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver
Wednesday, 11 September 2019 Time: 9.00am - 12.00pm ★ Places available

IRESS Portfolio System (IPS)
Wednesday, 11 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 12 September 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Monday, 16 September 2019 Time: 9.00am - 12.00pm ★ Places available

XTOOLS & Engage
Monday, 16 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Thursday, 19 September 2019 Time: 9.00am - 12.00pm ★ Places available

Threads
Monday, 23 September 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Monday, 23 September 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Tuesday, 24 September 2019 Time: 9.00am - 12.00pm ★ Places available

Online

Location

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


Sessions

Xplan Solutions - Modelling entities in WealthSolver
Thursday, 25 July 2019 Time: 1.00pm - 2.00pm ★ Place available

Xplan Solutions - Modelling entities in WealthSolver
Friday, 26 July 2019 Time: 11.00am - 12.00pm ★ Place available

Session outlines

Core session

New User

Supplementary sessions

Coding Essentials
Iress Portfolio Systems
Model Office Wizards
Practice Management - Advanced
Practice Management - Introduction
Review Management
Risk Researcher
Site Administration
Threads
WealthSolver
XTOOLS & Engage
XTOOLS+ Wealth Creation
XTOOLS+ Entities

Online only sessions

Client Online Access
Client Online Access Management
CommPay Lodge View
Datafeeds
Group Data & Site Modification

Xplan Solutions webinar sessions

Modelling entities in WealthSolver

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Our software is used by more than 9,000 businesses and 500,000 users globally.

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