Dacreed for Financial Services & Advisers.

Dacreed has been working closely with the financial services industry to build a comprehensive solution that addresses the regulatory reporting needs for CPD & FAPs.

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FEATURES
Dacreed for financial services is the best solution for FAPS to:
  • Maintain, share and demonstrate that policies and processes are in place and being adhered to by financial advisers
  • Train and qualify* as financial advisers
  • Manage performance reviews
  • Access compliance modules to confirm policies and regulatory obligations
  • Maintain and report CPD
  • Create professional development plans
  • Monitor and manage complaints and other registers needed for compliance
*Qualifications are delivered through our partner PTE, Professional IQ College
SPECIALIST FAP COMPLIANCE MODULES
Select from over 40 compliance & policy modules designed by Rosewill Consulting, specialists in regulatory compliance for FAPs that allow you to
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  • Review and edit
  • Train staff
  • Demonstrate compliance to your oversight body, regulator and auditors
  • Support ongoing FAP licence compliance
Access to the full library for only $10 plus GST per user, per month.
The Regulatory Framework
Code of Conduct
Conflict of Interest
AML
Privacy
Advice Process
Advertising and Fair Dealing
Vulnerable Clients
Disclosure
Complaints
MIS, DIMS, and DI training
The Regulatory Framework
KEY BENEFITS
With Dacreed for financial services, all of this is available in one simple-to-use system and demonstrates all of the above compliance that you need for your full licence application to the FMA.
Completed Courses
Learning
Reporting
Monitoring
Manage CPD Members
Administering
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Our customers love it

"Our previous LMS solution was less user friendly and not very intuitive for use. It did not display the CPD hours completed by an adviser at any given point in time. Consequently, CPD monitoring became a cumbersome and time consuming process requiring use of manual spreadsheets. Dacreed provides a simple solution meeting all of these requirements and more”
Nikhil Ghate – Quality Assurance Manager
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Read Case Study

Ready to get started?

Dacreed will onboard your people, protect them and your company, and encourage your people to continually learn as your business grows