Frequently asked questions.

Not for certificates from CPDcheck providers. When a CPDcheck provider issues your certificate, it lands in your record on its own. There is nothing to upload and nothing to log.

It runs itself. Your plan is built from your licensee's template, a new curriculum arrives each month, and in your final month a custom curriculum covers exactly what you're short.

Any content can be assessed: webinars, podcasts, articles, technical update emails, conference sessions and Teams meetings. If it meets the CPD standard, it counts.

With one number. Every certificate carries a verification number that anyone can check on a public page in seconds.

No. If your licensee uses CPDcheck, they cover the cost. If they don't, your account is still free, and you can upload one certificate from outside CPDcheck each month. Certificates sent through CPDcheck land in your record on their own.

About a minute. Enter your work email and CPDcheck fills in your company details, logo, colours and ABN. Your first month is free, then you pay per assessment, with lower rates at volume.

No. Multiple-choice questions are generated from your content and published to your learners. Passing the quiz issues the certificate.

$50 per assessment. That is a direct fee saving of $350 per piece of content, before you factor in the two to three hours of internal admin time that the traditional process consumes. For a firm running 50 assessments a year (a realistic number for a mid-sized fund manager or platform), that is $17,500 a year in fees, and approximately $25,000 a year once the admin time is counted.

Yes. Every adviser is in one view, with progress against the 40 hours and every CPD area. The list is kept in step with the Financial Adviser Register, and you get alerts before anyone falls short.

$30 per user, per month, and the first month is free. That covers assessment reasons, verification, tracking, plans and reports for every adviser on your licence.

CPDcheck assesses activities as CPD using an AI-based classification engine aligned with the Corporations (Relevant Providers Continuing Professional Development Standard) Determination 2018. Certificates issued by CPDcheck reference this standard and are suitable for advisers to log against their annual CPD obligation. As with any CPD activity, final responsibility for compliance sits with the participant's AFSL. CPDcheck does not replace that obligation, it reduces the administrative burden of meeting it.

The CPD standard. Upload a webinar, a paper or a deck and it is assessed in minutes. The hours are split across the CPD areas, and the reasons are explained line by line.

Submit your content directly through the platform: a document, presentation, or webinar recording. The AI engine assesses it against the relevant CPD categories and issues an assessment number and CPD hours within minutes. There is no form to fill out, no email chain, and no rounds of revision. Your team's involvement ends at submission.

If the content does not meet the required standard, the platform tells you exactly why: which criteria were not met and what would need to change. You revise and resubmit. The whole loop takes minutes, not the two-week back-and-forth that characterises the traditional external assessor process. In practice, the guidance significantly reduces the likelihood of rejection on first submission.

CPDcheck handles it entirely. The moment an assessment completes, the platform generates personalised certificates for every adviser on your list and delivers them automatically. You do not create PDFs, enter names, or send individual emails. Whether you have five advisers or five thousand, the effort on your side is the same: none.

Upload a list of adviser names and email addresses at any point before delivery. You can maintain a standing audience list and update it at any time: add advisers, remove leavers, or upload a fresh list for a specific event. CPDcheck uses whichever list is current at the time of certificate generation.

Your data is hosted in Australia on Microsoft Azure. Client and personal details are removed from transcripts.

Content submitted for assessment is used solely to perform the assessment. It is not shared with third parties, not used to train models, and not visible to other clients on the platform. Access is limited to your account and the assessment engine. If your firm has specific data handling requirements, speak to us before onboarding and we will confirm compatibility with your obligations.