What others say about us

What others say about us

Advice Evolution started using the CPD Evolve platform to meet AFSL requirements in relation to Responsible Manager training.  All our Responsible Managers found the CPD Evolve process to be easy to use and flexible. We have not only continued to use that service but now also use the recently launched standard adviser CPD program.

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 HarrisCEO, Advice Evolution

“We have a giant advantage which, I believe will help ensure the success of the programme, and that is our relationship with the provider, Financial Education Professionals.

We couldn’t have asked for a provider with more expertise, professionalism, or energy than FEP. They are completely committed to working with ACSA and individual custodians to ensure the ongoing success of the programme. It is a privilege to work with them on this project.”

L&D Manager, Human Resources, BNP Paribason behalf of the Australian Custodial Services Association

“The team at Financial Education Professionals are great to deal with. Helpful and flexible.

With the accountant exemption ending, as a business we decided to ensure around 30 of our staff satisfied the RG146 education requirements. FEP made this an easy process with easy registration initially, and then consistently communicating the progress of the staff and provided feedback as to where everyone was at. Always responsive and friendly, and willing to assist.”

Accounting Firm

“FEP provided a fantastic solution to help us with our RG146 compliance.  Their professional and responsive manner gave us confidence that we had chosen the right provider; we appreciated the support throughout the process.”

Karen TaylorCompliance & Risk, Crescent Wealth

“Our firm exclusively uses the services of Financial Education Professionals for all of our ongoing RG146, compliance and responsible manager training for our team.

We find course materials extremely relevant and meaningful and this allows our team to have up to date, practical knowledge.  Always responsive, we look forward to working with your firm in 2017.”

Peter McGuireCEO, XM

“We have been working with Financial Education Professionals since we started operating in Australia three years ago.

The service they deliver in supporting our Risk Specialists to gain their RG 146 accreditation has always been efficient and professional.”

Elyse HainesHR Manager, Achmea Australia

“We love using you guys as your courses are very clear and straightforward.”

Louis StergioPitcher Partners Sydney Wealth Management Pty Ltd

“The CPD courses are informative, well-structured and relevant to the environment we work in.  I have heard very good feedback from the people who completed the modules.  

I am now going to look into options for getting these organised for a larger group of team members for this financial year.”

Compliance ManagerFinancial Markets

Bill has completed and passed the CPD Quiz and tells me that its relatively quick and straight forward so no excuses! I have also received very good feedback on the content of the Technical Analysis: indicators and oscillators module and dealers have told me its very relevant to their day to day jobs!

Compliance ManagerFX Dealer

“Our dealings with FEP have involved the enrolment and participation of our staff in the ACSA / FEP Certificate IV programme. Our staff have commented favourably on the courses they have completed, and FEP has been flexible in ensuring that courses are delivered at a time and place that takes into consideration our business needs.

In addition, from a customer service point of view, our interactions with FEP have always been conducted on a professional and courteous basis.”

Training ManagerNational Australia Bank