Financial Advisers

As a financial adviser, providing the best advice is core to what you do. Staying up to date with professional development and your accreditation for both the FMA and with the financial institutions you work with is essential. Dacreed is your one stop solution for now and for your future.

Financial Advisers
  • Create and manage your own professional development plan, right through to multi-year career progression plans.
  • Access third party CPD and training content from leading training providers or simply log external courses with an easy-to-use interface.
  • Share the essential elements of your professional development plan with your FAP to align training and compliance*
Features for Training Organisations
Individual training and CPD log for allocated courses
Individual training and CPD log for all courses
Access to third party training and CPD
Organisational view and management
Team creation and course management
Full learning experience platform (LXP)
Compliance and training reporting
Content creation and management rights
Customisable registers
Reviews (performance and professional development)
Organisational CPD management
Allocate CPD to internal courses
Client (hierarchical) structure
Full Professional Development planning suite
personalised learning



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