Home dashboard showing a user's progress towards completing compliance courses and achieving qualifications.

Deliver exceptional
consumer outcomes

Reporting, verification and assessment tools to make sure your team meets the new Code of Conduct requirements.

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Get your team accredited, fast

Our reporting and verification tools match match your training to your alignment process. We improve employee engagement, accelerate learning, and make it easy to comply with the new Code of Conduct, which will shortly come into force.

This image shows users who are nominated representatives and financial advisers achieving accreditations


Track how your team is progressing against accreditation standards

We simplify reporting of training, verifications and assessments. We don't hold customer data but we do provide you with an audit trail for the FMA so that you can show you have met your obligations.

Reports dashboard showing overall training completion rates plus completion rates for specific certificates such as the Certificate in Financial Services.

Continuous Professional Development

Keep your team up to date with our Continuous Professional Development (CPD) program

Dacreed's CPD program makes sure your future Nominated Representatives and Financial Advisers under the new regime can stay up to date with the latest regulations.

Activity tracker showing a user's completion of the Anti-money laundering and Countering Financing of Terrorism learning module.
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Effortlessly meet the new Code of Conduct requirements with Dacreed. Contact us