Skills focussed adviser CPD
Adviser CPD is about building skills, learning new knowledge, expanding ideas – not ticking a box for the regulator. Your brain is like a muscle so let’s help your cerebrum ‘buff up’.
Even topics you have to get across like compliance and ethics should have a practical impact that adds value. Anything less is a waste of your time.
Membership provides access to on-demand adviser CPD. We take a practical, often case study approach because as Aristotle said, “For the things we have to learn before we can do them, we learn by doing them”… and it’s a whole lot less boring.
And, all of your CPD is accredited, tracked and your CPD certificate accessible for download.
Want to see? Complete the Does your client really understand what you’re saying? IQ course (1 Ethics CPD hour).
For you
- CPD tracked as you complete it.
- Because it’s not all about us (I know, we were surprised too), you can add CPD from other providers manually or as an import. Export your CPD history to excel to import to another system.
- Track your requirements to your regulatory requirements (financial adviser, SMSF auditor, Tax agent, BAS agent)
- Share with your AFSL
For your firm's managers
- See how your team are tracking against requirements
- Export reports
For AFSLs
- Review CPD activity, progress and completion of your advisers
- Reject CPD if it doesn’t look right
- Export CPD and CPD history
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