Annual CPD for Financial Advisers

Financial Adviser CPD – cpdevolve

Equipping Professionals of the Future

We’ve captured market input, met regulator’s requirements and developed cpdevolve – RG 146 Adviser CPD.

  • cpdevolve – provides licensees with the complete solution to satisfy RG 146 ongoing training requirements.

CPD you will want to do

  • Our CPD short-courses provide genuine learning opportunities, including insights and strategies that are immediately applicable in the real world
  • Each course is assessed by a multiple choice question online exam
  • Each CPD short course earns 3 CPD on completion.

Request a cpdevolve brochure

Choose from a library of engaging content including our latest topics:

Regulation | AML/CTF and KYC refresher
In light of recent high-profile cases and the impact of emerging technologies on ML/TF risk management, it’s more important than ever to be well versed in AML/CTF obligations.

Managed Investments | Brick by Brick: Investing in listed and unlisted property
Property investment can now be accessed in a myriad ways, ranging from equity and debt structures, and via both public and private offerings.

Life Insurance | Fulfilling quests with Investment bond
We take a high-level look at insurance bonds and examine the unique characteristics that make them an attractive investment option.

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.

This includes:

  • Advisers
  • Financial planners
  • Financial market participants
  • Accountants
  • Tax practitioners

Training Plans

You can choose your training plan according to your required adviser authorisations. The Adviser CPD training plan provides access to the complete cpdevolve catalogue and suits financial planners and financial markets participants who offer advisory services. We have developed specialist CPD training plans for specific RG 146 specialist knowledge areas.
We can also customise a CPD solution for your organisation.

Our cpdevolve training plans include:

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

Frequently asked questions

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