Dacreed is thrilled to announce the launch of its groundbreaking Professional Development Planning (PDP) feature. This new feature marks a significant milestone in Dacreed's journey, solidifying its position as the one-stop shop for all professional development and compliance needs.
Designed from the ground up with both financial advisers and FAPs in mind, Dacreed's PDP feature is here to transform how advisers plan their Continuing Professional Development (CPD) and PDP activities throughout the year. It's all about boosting productivity, helping set meaningful goals, and making sure advisers have all the information they need to provide outstanding financial advice.
A new era of professional development & regulatory compliance
Dacreed's new PDP feature facilitates a streamlined and efficient planning process. This feature is not just a planning tool; it's a comprehensive solution for professional development and regulatory compliance. Its design encourages advisers and support staff to navigate their professional development plans with ease in a neatly organised schedule of courses, tasks, and key events, while providing the evidence and audit trail required by the FMA to demonstrate compliance with Code Standard 9.
Here's what makes it stand out
- Goal setting: The new feature helps financial advisers keep their professional ambitions in clear sight, ensuring their CPD activities perfectly align with where they want to go in their career.
- Task and event scheduling: Calendar functionality for marking important deadlines, tasks, and industry events.
- Content library: Access to a wide range of content from different industry experts and training organisations.
- Effortless compliance and CPD management: A standout feature is the ability to record CPD activities directly into a compliant CPD record, significantly reducing administrative time and ensuring professionals meet their regulatory requirements.
- Collaborative planning: Managers can view the progress of their team's PDPs, fostering a collaborative environment that ticks regulation boxes, supports accountability, and encourages feedback.
- Seamless integration: The PDP feature integrates with Dacreed's existing compliance features, providing a holistic approach to professional development and compliance management.
Empowering FAPs
"Dacreed's mission has always been to empower professionals with the tools they need to succeed in NZ's regulatory landscape. We're proud to offer a solution that not only simplifies compliance but also supports the continuous professional growth of advisers."
Tim Larkin · CCO, Dacreed
The PDP feature is a game-changer for FAPs looking to take control of their professional development.
About Dacreed
Dacreed is at the forefront of compliance and professional development solutions, streamlining the compliance process for professionals across industries. With a focus on innovation, user experience, and comprehensive support, Dacreed commits to empowering professionals to achieve their full potential while adhering to industry standards and regulations.
See Dacreed in action
Book a quick demo and we'll show you exactly how Dacreed makes compliance and professional development easy.
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