For licensees

Proof, not paperwork.

Approve your advisers' CPD with confidence. Every hour is assessed against the same eight criteria, explained line by line and verifiable by number. You see who's on track before anyone has to ask.

The hours are on the front. The proof is on the back.

How assessment works

Approve on the evidence,
not on trust.

Approving your advisers' CPD is your responsibility. CPDcheck is how you do it with confidence: one method, applied to every activity, with the reasons on record.

01Eight fixed criteriaEvery activity is assessed by CPDcheck's AI against the same five legislative and three industry criteria, the same way every time.
02Reasons on recordEach criterion gets a written reason, and the hours are split by area with reasons too. You see exactly what you're approving.
03Nobody can adjust the resultProviders can rename an activity, but they can't change its verdict or its hours.
04Disputes in the openDisagree with a result? Tell us. If a certificate shouldn't stand, it's withdrawn and the reason shows to anyone who checks it.

Transparent assessment

What counts, and why.

This is what you see for every activity: each criterion, met or not, with a plain-English reason. Your approval rests on the record.

Webinar · assessed 14 Oct 2026

Best interests duty: file notes that hold up

1.5 hours

8 of 8 criteria met

Legislative criteria

Content relates to the provision of financial advice · MetCovers how advisers document advice to meet the best interests duty.
Content covers legislated CPD areas · MetMaps to regulatory compliance and consumer protection.
Content has sufficient intellectual content · MetWorks through three case studies with the reasoning, not just the rules.
Content enhances professional skills and knowledge · MetGives advisers a method they can apply to their own files.
Expert is qualified to deliver this CPD content · MetThe presenter's qualifications and experience match the topic.

Industry criteria

Content is educational rather than promotional · MetNo products or services are promoted.
Content is accurate and compliant with regulations · MetConsistent with current obligations when assessed.
Content has a validated learning outcome · MetThree learning outcomes, tested by a five-question quiz.

Hours by area

Regulatory compliance and consumer protection1.5

Best interests duty and record keeping.

Verification

Check anything your advisers submit.

Every certificate issued through CPDcheck has a verification number. Type it in to see the activity, the hours and whether it's still genuine. If a provider withdraws a certificate, it says so, with the reason.

Certificates from outside CPDcheck come in as photos. The details are read, split by area and kept with the original, so the evidence is always one click away.

Oversight

Everyone on track, before anyone asks.

Every adviser's year in one view, measured against where they should be today. Pick anyone to see their hours by area.

4 of 6 on pace

CPD year 2026 · sample practice

Pace today: 31.7 of 40 hours

Behind-pace alerts

One list of everyone behind the line, as often as you want it.

Year-end warning

Two weeks before reset, you hear who is still short.

Reminders and nudges

Advisers are reminded before each checkpoint. A nudge is one click.

Reports

Reports you can hand over.

A roster report for the whole practice and a full report for each adviser. Every hour traces back to its assessment, its reasons and its verification number.

Ready for your board, your auditor or your own compliance review.

CPD roster report

Sample practice · CPD year 2026 · as at 16 Oct

Advisers

On pace

Behind pace

At risk

Adviser	Hours	Technical	Client care	Regulatory	Ethics	General	Tax	Status
Priya S.	36.5	10.0	7.0	8.0	6.0	3.0	2.5	On pace
Tom W.	33.0	8.0	6.0	7.5	6.5	3.0	2.0	On pace
Grace L.	29.5	7.5	5.5	6.0	5.0	4.0	1.5	Behind pace
Daniel K.	34.0	9.0	6.0	8.0	6.0	3.0	2.0	On pace
Hannah M.	21.0	5.0	4.0	5.0	3.0	3.0	1.0	At risk
Ari B.	38.5	10.5	7.5	8.0	7.0	3.0	2.5	On pace

Each adviser's full report lists every activity with its assessment number, verification number and the reasons it counts.

Governance

Plans, credits and audit, handled.

Plans from your templates

Every adviser's plan starts from your template, with focus areas set. Export any plan when you need it.

Joined mid-year

Pro-rata plans for new advisers, with a notice before each one ends.

Credit your own training

Allocate in-house sessions to everyone who attended, each with a certificate of its own.

Ready for audit

Every hour traces to an assessment number, a verification number and the reasons it counts.

Switch mid-year

Import each adviser's opening balance, so the hours they've already done this year still count.

Security and privacy

Your advisers' records stay in Australia.

Hosted onshore

Your data is hosted in Australia on Microsoft Azure, on the east coast.

Built to the Privacy Act

Designed around the Australian Privacy Principles. Transcripts are redacted, and personal data that's no longer needed is deleted on a schedule.

Records that last

Certificate records are kept for seven years, then anonymised. A verification number still checks out after that.

Pricing

$30per user, per month

Assessment reasons, verification, tracking, plans and reports for every adviser on your licence.

First month for free

Start your free trial Or book a walkthrough

Give your advisers
a year that runs itself.

First month for free, with your own advisers and your own templates.

Start your free trial Book a walkthrough