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Insights on compliance and professional development

Stay up to date with the latest in financial services compliance, regulatory changes, and professional development best practices.

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Compliance · November 28, 2024

Are You Prepared for Your Next EER?

5 common pitfalls PTEs face during NZQA External Evaluation and Review — and how to avoid them.

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CPD · February 25, 2024

Making CPD and PDP More Efficient and Accessible

EdTech New Zealand profiles Dacreed and our mission to simplify professional development.

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Compliance · February 21, 2024

Dacreed Unveils Professional Development Planning Feature

A new PDP feature designed for financial advisers and FAPs — built around FMA Code Standard 9.

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CPD · February 9, 2024

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.

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News · January 29, 2024

Whitepapers at Dacreed

Coming soon — a series of whitepapers on continuous learning, risk & compliance, and personalised pathways.

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Regulation · December 20, 2023

Three Key RegTech Trends From 2023

AI integration, financial crime prevention, and plug-and-play solutions — the three trends that defined the year in RegTech.

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News · October 2, 2023

Embracing Change: The Dacreed Journey

Our learning platform has evolved into Dacreed — one platform for compliance, CPD, and professional development.

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Governance · October 1, 2023

Rethinking Recruitment in NZ's Financial Services

How financial services can bridge the gap between tertiary education and the skills the industry actually needs.

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Compliance · September 19, 2023

RMA Financial Case Study

How RMA Financial uses Dacreed to systemise compliance, build training, and keep members audit-ready.

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CPD · September 7, 2023

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.

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Governance · September 5, 2023

Appreciation in the Workplace: Why Kudos Matters

Peer-to-peer recognition is one of the highest-impact, lowest-cost levers for engagement and retention.

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Compliance · September 5, 2023

FAPs Are Adopting Technology to Cut Compliance Costs

Compliance is expensive and time-consuming for FAPs — but new technology is making it dramatically easier.

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News · December 12, 2022

New Reporting Features on the Dacreed Platform

Powerful new reporting features for complete visibility over team CPD, compliance, and training progress.

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News · December 7, 2022

The Dacreed Family is Growing

Welcoming new customers — our community of FAPs, financial institutions, and education providers continues to grow.

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Compliance · November 29, 2021

Astute Case Study

How Astute moved from manual CPD spreadsheets to real-time visibility across all their advisers.

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