CPD Monitoring

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

Sitting at the heart of our system is our CPD monitoring facility designed to ensure that, whatever their CPD annual total or objective, your advisers & staff remain on track to achieve their goals.

Whether it is for SPS purposes, IDD monitoring or the completing of an annual CPD requirement, our sophisticated solution has the ability to automatically record all activity undertaken on the system and equally importantly enable the uploading of external activities at the click of a button.

All of which has been designed to enable the individual user to see at a glance their current position and our corporate clients to instantly access this information at user, team and company-wide level.

Along with this, our unique system not only tracks and reports on each individual’s CPD activity but gives you the ability to customise the options available to better reflect the needs of your staff and advisers.

You can instantly 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 and colleagues.

And finally, our reporting tools enable you to display this information online, export it in Excel or PDF format or if preferred display it as a graph, whilst our customisable CPD Reminder facility ensures your staff never forget the importance of keeping this all-important record constantly updated.

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