Insights on compliance and professional development
Stay up to date with the latest in financial services compliance, regulatory changes, and professional development best practices.
Are You Prepared for Your Next EER?
5 common pitfalls PTEs face during NZQA External Evaluation and Review, and how to avoid them.
Read article →Making CPD and PDP More Efficient and Accessible
EdTech New Zealand profiles Dacreed and our mission to simplify professional development.
Read article →Dacreed Unveils Professional Development Planning Feature
A new PDP feature designed for financial advisers and FAPs, built around FMA Code Standard 9.
Read article →What a PDP is and Why You Need One
Professional Development Plans are a regulatory requirement. Here's what one is, who needs it, and how to build one.
Read article →Embracing Change: The Dacreed Journey
Our learning platform has evolved into Dacreed, one platform for compliance, CPD, and professional development.
Read article →RMA Financial Case Study
How RMA Financial uses Dacreed to systemise compliance, build training, and keep members audit-ready.
Read article →CPD: Not Simply Ticking the Compliance Box
CPD is more than a regulatory tick-box, it's an investment in your career and your clients.
Read article →Appreciation in the Workplace: Why Kudos Matters
Peer-to-peer recognition is one of the highest-impact, lowest-cost levers for engagement and retention.
Read article →FAPs Are Adopting Technology to Cut Compliance Costs
Compliance is expensive and time-consuming for FAPs, but new technology is making it dramatically easier.
Read article →Astute Case Study
How Astute moved from manual CPD spreadsheets to real-time visibility across all their advisers.
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