CPD recording & reporting solution for the wealth management industry

AdvanceCPD is an intuitive CPD recording and reporting tool that allows individual users and companies to track and report on SPS renewal dates, Core CPD, Pension Transfer Specialist, IDD, and Mortgages. It’s an all-in-one CPD recording and reporting solution.

Continuing Professional Development (CPD) is a requirement for every financial services professional. It is important to keep your knowledge and skills current so that you can deliver high-quality services, that safeguard the public and meets the expectations of customers and the requirements of your profession.

CPD Reporting

Key features for Individuals

CPD Reports

Our system breaks down your CPD report seamlessly into structured and unstructured as well as IDD, PTS and Mortgage, which can help quickly define what is required in each of your CPD required specialisms.

Analyse your progress

Analyse the different types of CPD you have completed. Record learning outcomes and objectives for each activity and reflect on the knowledge and skills you have obtained. Our system allows you to filter by activity, specialism, type and status. It will also identify what CPD is complete or incomplete.

Plan Your CPD

Never miss a deadline! As you record CPD training throughout the year, the dashboard will display the hours you have logged whilst showing what gaps you have against each CPD area. 

Portfolio of CPD Evidence

In just a few simple clicks, you can have a tailored and print-ready portfolio. Our system allows you to export your CPD activity providing a digital list of all your supporting evidence.

At a company level, AdvanceCPD allows our clients to have complete control…

Reports for compliance

Extensive real-time, dynamic reporting to demonstrate compliance and quality assurance with ease and on-demand across the whole company.

Track at firm level

Track all adviser’s CPD activity, gaining an oversight of CPD activities and requirements at firm level.

Set your own CPD hour requirements

Set your own firm’s CPD hour requirements across all CPD categories such as Core CPD,  IDD, Pension Transfer Specialist and Mortgage.

Your platform – your brand

Fully customisable to reflect your firm’s brand

Reporting made easy

Export and import all adviser’s CPD information across your whole firm.

Automated with our LMS system

AdvanceCPD is fully automated with our LMS system meaning most areas will be prepopulated on your behalf.

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Ready to enhance your professional journey with our CPD reporting platform?