Log CPD Activity

‘The firm should satisfy itself on an ongoing and frequent basis of the competence of that adviser…’

Our state of the art CPD reporting facility makes it easy for you and your staff to demonstrate on-going competency.

Our unique system not only tracks and reports on each individual’s CPD activity but also gives you the ability to customise the options available to better reflect your staff’s activities.

At the click of a mouse you can easily observe the time an individual has spent enhancing their knowledge, what they have learnt, how they have incorporated this knowledge into their day to day role and how their performance compares to those of their team members and contempories.

Along with this, our reporting tools enable you to display this information in a graph, XL spreadsheet or standard reporting format, whilst our system generated CPD Reminder facility ensures your staff never forget the importance of keeping this all important record constantly updated.

To find out more about how we can help you assess and maintain the competency of your staff, contact us now on

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