Written research
Research notes, white papers and market commentary, assessed like any course. Readers earn the hours.
For providers
You teach. It counts.
Upload a webinar, a paper or a deck. CPDcheck assesses it against the standard, writes the quiz and sends every certificate. In minutes, not afternoons.
Three jobs. One upload.
Time back
The afternoon you get back.
What you used to doWhat happens now
Map every session to the CPD areas by handHours split by area, with the reasons
Write the learning outcomesWritten for you from the content itself
Check the presenter is qualified to deliver itChecked against the standard as part of the assessment
Write a quiz, open it, mark itWritten, scheduled and marked for you
Email certificates one at a timeSent to a saved list in one go
Answer "did my certificate arrive?"Credited straight to each adviser's record
How it works
Upload once. Everything else follows.
Assessed against the standard.
Drop in a recording, a transcript, a deck with notes or a written piece. CPDcheck checks it against every legislative and industry criterion, splits the hours by area, checks the presenter and writes the learning outcomes.
If something doesn't qualify, you see exactly why before anything goes out.
Webinar recording
Retirement income: the first five years
CPD hours
1.5
Criteria met
8 of 8
Presenter
Qualified
Hours by area
Technical competence1.0
Client care and practice0.5
Learning outcomes
Explain how sequencing risk affects a retirement income strategy
Compare drawdown approaches for the first years of retirement
Document the reasoning behind a recommended strategy
New ground
CPD where there wasn't any before.
Assessment takes minutes, so it's worth putting hours on the things you already make, not just the big events.
Emails
A technical update in an adviser's inbox can carry its own hours and its own certificate.
One-on-one meetings
Hold a Teams meeting with an adviser. The transcript is assessed and the certificate follows.
Where it lands
Sent once. Counted everywhere.
- 01Your certificateWith a verification number and QR code anyone can check.
- 02The adviser's recordCredited on arrival. Nothing for them to upload or log.
- 03Their licensee's viewVisible to the licensee straight away, with the reasons it counts.
Pricing
$50per assessment
The hours, the reasons, a quiz and a verifiable certificate for everyone who completes it.
First month for free
Start your free trialBe where their
hours come from.
Try everything free for a month: assess your content, send the certificates and see where they land.