• Adviser CPD

Continuing Professional Development – cpdevolve

cpdevolve provides financial participants and organisations with the complete online solution to satisfy CPD requirements

  • Our CPD is engaging and informative, embracing new concepts within the climate of regulatory change and technological transformation.
  • Our online learning platform, FEP Online, enables the management, recording and reporting of CPD obligations. Managers can access detailed reports and monitor the status of individual and team progress throughout the year.
  • Participants have access to a dynamic CPD library including the course material for the duration of their annual enrolment.

Course materials are mobile friendly.

Download our cpdevolve brochure

Watch how cpdevolve works?

Watch how our CPD works

ASIC

ASIC requires that licensees implement policies and procedures to ensure that they and their advisers undertake continuing training to maintain and update the knowledge and skills that are appropriate for their activities.

Our RG146 CPD suits all who offer ASIC-supervised advisory services and tracks to RG 146 areas. Choose from either our RG146 CPD or Derivatives & FX CPD. Read more in our frequently asked questions.

FASEA

Under the standard, FASEA proposes advisers are required to complete 40 hours of CPD each year of which 70% will need to be approved by the licensee (including a maximum 4 hours of professional reading).

Our FASEA CPD annual training plan provides 40 CPD hours and tracks to FASEA categories. It suits all who offer FASEA-supervised advisory services and tracks to FASEA areas. Read more in our FASEA frequently asked questions.

The RG146 CPD training plan includes:

  • Generic Knowledge
  • Regulation
  • Securities
  • Derivatives
  • Managed Investments
  • Foreign Exchange
  • Margin lending
  • Superannuation

24 CPD hours/points

The Derivatives & FX CPD training plan includes:

  • Generic Knowledge
  • Regulation
  • Derivatives
  • Foreign Exchange

21 CPD hours/points

The FASEA CPD training plan includes:

  • Technical competence
  • Client care & practice
  • Regulatory compliance & consumer protection
  • Professionalism and ethics

40 CPD hours/points

CPD courses

We host an extensive library of engaging and informative CPD courses.

A recent addition to our library is:

Hedging Australian fixed interest using futures and options

This course provides an overview of the main participants in Australia’s fixed interest market and how they go about using derivatives to manage their capital market and investment risks. We revisit some fixed interest derivatives fundamentals before devising and pricing appropriate strategies for various types of clients.

Each course earns 3 CPD hours/points and is assessed by a multiple choice question online exam.

Specialist knowledge area: Derivatives (ASIC); Technical competence (FASEA)

Who should do cpdevolve?

  • Financial participants who offer advisory services are required to maintain and update the knowledge and skills that are appropriate for their activities through continuing training.
  • Those wishing to educate and upskill their financial markets knowledge.

cpdevolve | Continuing Professional Development

How is my CPD activity recorded?

Our online learning platform enables the management, recording and reporting of CPD obligations.

Maintaining and recording your CPD
  • Targets can be preset and predetermined by an organisations authorisations
  • Managers can access detailed reports and monitor the status of individual and team progress throughout the year.
  • CPD target tracking: The online learning platform dashboard tracks an adviser’s progress and training hours for each knowledge area + tax points.
  • External CPD: You can add all external CPD training such as face-to-face workshops, internal training programs, webinars and conferences.