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.

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.

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, 9 December 2019 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher General Public Included
Wednesday, 9 October 2019 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver General Public Included
Tuesday, 10 December 2019 Time: 9.00am – 12.00pm ★ Places available

Portfolios
Tuesday, 10 December 2019 Time: 1.00pm – 4.00pm ★ Fully Booked

Threads
Wednesday, 11 December 2019 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Advanced
Wednesday, 11 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Model Office Wizards
Thursday, 12 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Thursday, 12 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Brisbane

Location

Level 2,
307 Queen Street,
Brisbane
Map


Sessions

New User - General Public accepted
Monday, 4 November 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher - General Public accepted
Monday, 4 November 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver - General Public accepted
Thursday, 7 November 2019 Time: 9.00am – 12.00pm ★ Places available

Portfolios
Thursday, 7 November 2019 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Monday, 11 November 2019 Time: 9.00am - 4.00pm ★ Places available

Review Management
Tuesday, 12 November 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Tuesday, 12 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Xtools+ Wealth Creation
Wednesday, 13 November 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 13 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Thursday, 14 November 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Thursday, 14 November 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 18 November 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools & Engage
Monday, 18 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Monday, 25 November 2019 Time: 9.00am - 12.00pm ★ Places available

New User
Monday, 2 December 2019 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
Monday, 2 December 2019 Time: 1.00pm – 4.00pm ★ Places available

New User
Monday, 9 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
Monday, 9 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Threads
Tuesday, 10 December 2019 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
Tuesday, 10 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
Wednesday, 11 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 11 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Thursday, 12 December 2019 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
Thursday, 12 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
Tuesday, 17 December 2019 Time: 9.00am – 4.00pm ★ Places available

WealthSolver
Wednesday, 18 December 2019 Time: 9.00am – 12.00pm ★ Places available

Portfolios
Wednesday, 18 December 2019 Time: 1.00pm – 4.00pm ★ Places available

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

New User
 Tuesday, 14 January 2020 Time: 9.00am – 12.00pm ★ Places available

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

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

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
 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

Hobart

Location

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


Sessions

New User - General Public accepted
Monday, 11 November 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher - General Public accepted
Monday, 11 November 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver - General Public accepted
Tuesday, 12 November 2019 Time: 9.00am - 12.00pm ★ Places available

Portfolios
Tuesday, 12 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Xtools+ Wealth Creation
Wednesday, 13 November 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 13 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Melbourne

Location

Level 16,
385 Bourke Street,
Melbourne
Map


Sessions

New User - General Public accepted
Wednesday, 6 November 2019 Time: 9.00am - 12.00pm ★ Fully Booked

Risk Researcher - General Public accepted
Wednesday, 6 November 2019 Time: 1.00pm - 4.00pm ★ Fully Booked

WealthSolver - General Public accepted
Thursday, 7 November 2019 Time: 9.00am - 12.00pm ★ Places available

Portfolios
Thursday, 7 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Site Administration
Monday, 11 November 2019 Time: 9.00am - 12.00pm ★ Places available

Review Management
Thursday, 14 November 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Thursday, 14 November 2019 Time: 1.00pm - 4.00pm ★ Places available

New User
Monday, 18 November 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools & Engage
Monday, 18 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Tuesday, 19 November 2019 Time: 9.00am - 4.00pm ★ Places available

Xtools+ Wealth Creation
Wednesday, 20 November 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools+ Entities
Wednesday, 20 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Monday, 25 November 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Monday, 25 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Tuesday, 26 November 2019 Time: 9.00am - 12.00pm ★ Places available

New User
 Monday, 2 December 2019 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
 Monday, 2 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Threads
Thursday, 5 December 2019 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
 Thursday, 5 December 2019 Time: 1.00pm – 4.00pm ★ Places available

New User
 Monday, 9 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
 Monday, 9 December 2019 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
 Tuesday, 10 December 2019 Time: 9.00am – 12.00pm ★ Places available

Portfolios
Tuesday, 10 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Coding Essentials
 Wednesday, 11 December 2019 Time: 9.00am – 4.00pm ★ Places available

Review Management
 Thursday, 12 December 2019 Time: 9.00am – 12.00pm ★ Places available

Practice Management – Introduction
 Thursday, 12 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
 Tuesday, 17 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Wealth Creation
 Wednesday, 18 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
 Wednesday, 18 December 2019 Time: 1.00pm – 4.00pm ★ Places available

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

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 ★ Places available

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

Perth

Location

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


Sessions

New User General Public Included
Monday, 9 December 2019 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher General Public Included
Monday, 9 December 2019 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver General Public Included
Tuesday, 10 December 2019 Time: 9.00am – 12.00pm ★ Places available

Portfolios
Tuesday, 10 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Review Management
Wednesday, 11 December 2019 Time: 9.00am – 12.00pm ★ Places available

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

Site Administration
Thursday, 12 December 2019 Time: 9.00am – 12.00pm ★ Places available

Sydney

Location

Level 1,
10 Shelley St,
Sydney
Map


Sessions

New User - General Public accepted
Monday, 4 November 2019 Time: 9.00am - 12.00pm ★ Places available

Risk Researcher- General Public accepted
Monday, 4 November 2019 Time: 1.00pm - 4.00pm ★ Places available

WealthSolver- General Public accepted
Wednesday, 6 November 2019 Time: 9.00am - 12.00pm ★ Places available

Portfolios
Wednesday, 6 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Review Management
Thursday, 7 November 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Introduction
Thursday, 7 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Coding Essentials
Thursday, 14 November 2019 Time: 9.00am - 4.00pm ★ Places available

New User
Monday, 18 November 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools & Engage
Monday, 18 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Threads
Wednesday, 20 November 2019 Time: 9.00am - 12.00pm ★ Places available

Practice Management - Advanced
Wednesday, 20 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Xtools+ Wealth Creation
Thursday, 21 November 2019 Time: 9.00am - 12.00pm ★ Places available

Xtools+ Entities
Thursday, 21 November 2019 Time: 1.00pm - 4.00pm ★ Places available

Model Office Wizards
Monday, 25 November 2019 Time: 9.00am - 12.00pm ★ Places available

Site Administration
Tuesday, 26 November 2019 Time: 9.00am - 12.00pm ★ Places available

New User
 Monday, 2 December 2019 Time: 9.00am – 12.00pm ★ Places available

Risk Researcher
 Monday, 2 December 2019 Time: 1.00pm – 4.00pm ★ Places available

New User
 Monday, 9 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools & Engage
 Monday, 9 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Review Management
 Wednesday, 11 December 2019 Time: 9.00am – 12.00pm ★ Places available

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

Threads
Thursday, 12 December 2019 Time: 9.00am – 12.00pm ★ Places available

Practice Management - Advanced
 Thursday, 12 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Site Administration
 Friday, 13 December 2019 Time: 1.00pm – 4.00pm ★ Places available

WealthSolver
 Tuesday, 17 December 2019 Time: 9.00am – 12.00pm ★ Places available

Portfolios
Tuesday, 17 December 2019 Time: 1.00pm – 4.00pm ★ Places available

Xtools+ Wealth Creation
 Wednesday, 18 December 2019 Time: 9.00am – 12.00pm ★ Places available

Xtools+ Entities
 Wednesday, 18 December 2019 Time: 1.00pm – 4.00pm ★ Places available

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

Coding Essentials
 Friday, 20 December 2019 Time: 9.00am – 4.00pm ★ Places available

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: 1.00pm – 4.00pm ★ Places available

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

Webinars

Location

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


Sessions

Datafeed Administration - daily checks best practice
 Tuesday, 26 November 2019 Time: 11.00am – 12.15pm ★ Fully Booked

Datafeed Administration - daily checks best practice
 Thursday, 28 November 2019 Time: 1.00pm – 2.15pm ★ Fully Booked

Datafeed Administration - daily checks best practice (3rd session released)
 Thursday, 5 December 2019 Time: 1.00pm – 2.15pm ★ available

Session descriptions

Core session

New User

Supplementary sessions

Coding Essentials
Portfolio
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

Datafeed Administration - daily checks best practice

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

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