• Adviser CPD

Continuing Professional Development – cpdevolve

cpdevolve provides financial participants and organisations with the complete online solution to satisfy either ASICs RG 146 ongoing training requirements or FASEA’s CPD.

This is CPD you will want to do.

Including:

  • relevant topic content to ensure learners are abreast of key industry developments and regulatory changes
  • engaging and on point topics with activities, spotlights and links to additional learning materials for those who want further in-depth subject information
    guidance to develop subject research skills
  • where applicable, our CPD topics are accredited for CPD points/hours by the Financial Planning Association (FPA) and provide TPB CPE hours
  • Our CPD topics provide genuine learning opportunities, including insights and strategies that are immediately applicable in the real world.

CPD Training Plans

We have developed training plans reflecting common adviser authorisations.

Our cpdevolve training plans include:

Why do I need CPD?

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.

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). It is an obligation under the FASEA Code of Ethics that advisers must develop, maintain and apply a high level of relevant knowledge and skills. Read more.

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.

Frequently asked questions

What is cpdevolve?
cpdevolve provides licencees and/or advisers with the complete solution (content/systems/delivery) to satisfy ongoing training requirements. Providing cpd for financial advisers, financial planners, financial market participants, accountants and tax practitioners.

The FEP way
Our aim is to enhance technical knowledge and business skills for learners to excel and deliver in their role brilliantly. Our learning is contextualised; it is practice-based and focuses on how individual proficiency boosts organisational capability. We have a wealth of in-house educational expertise supported by the unrivalled skills of our financial services practitioner network.

How do I manage my team of advisers training requirements?
FEP Online is a complete management tool to allow managers access to detailed reports. Managers can monitor the status of individual and teams’ progress throughout the year.

Can I customise a training plan to meet my organisation compliance requirements?
Absolutely. Consider Financial Education Professionals your training partner. Call 02 9233 2000 to start a conversation.

Read more

cpdevolve | cpd for financial professionals