Annual CPD for Financial Advisers


cpdevolve – Your RG 146 CPD training solution for financial advisers and AFS licensees.

We understand a licencee’s critical need to comply. We also understand that ongoing training should give advisers a holistic view of their industry and where it is going. And it should develop an adviser’s capability and management of their clients and practice.

cpdevolve hones your key technical knowledge while giving you confidence to embrace emerging technologies, exchange ideas with peers, explore new industry practices and communicate the value of your advice to clients.

cpdevolve provides continuing professional development for organisations and individuals obliged to meet  ASIC’s RG146 annual training requirements.

Our new interactive format is one of the many features that make up cpdevolve. This technology is progressively being rolled out over selected topics.

Make your points count

Engage your teams

  • cpdevolve is something they’ll want to do, not have to do
  • Each CPD short-course has specific learning outcomes, activities and extra resources to extend your learning, earning 3 CPD points on completion*
  • Reflect on ethical considerations and conduct management in your practice individually or as a team

Drive your business

  • Future focused CPD turns insights into actionable outcomes for you and your organisation
  • Topical and relevant CPD means your technical proficiency boosts your organisation’s capability
  • Winning content with a focus on adviser soft skills to help you work smarter

Stay ahead of the game

  • Gain a competitive edge by responding proactively to emerging issues
  • Investigate opportunities facilitated by the likes of big data analytics, blockchain & distributed ledger technology, and mobile payment platforms
  • Our resources connect you to prominent industry thought leaders

Subscribe to our cpdevolve short course updates or contact us for further information

*Except Generic Knowledge (2 CPD points)


We have developed specific CPD training plans reflecting common adviser authorisations. Each training plan contains short courses on generic knowledge, regulation and specialist knowledge areas. Our online platform has comprehensive tracking and reporting on CPD and TASA points, including monitoring individual and group progress to targets.

Our cpdevolve training plans include:

Where applicable, our CPD short courses are accredited for CPD points/hours by the Financial Planning Association (FPA), SMSF Association and provide TPB CPE hours (TASA) compliance.

“I have found the program flexible and easily customised for our 22 advisors which really suits us as a boutique license holder.  We have found the CPD Evolve team to be extremely helpful and they go out of their way to help us solve any CPD issues we have.  It is great to work with a smaller group as they have the flexibility to work with us to get the best results.”
David Harris, CEO, Advice Evolution

Subscribe to our cpdevolve short course updates or contact us for further information.