Dacreed Pressroom

Dacreed Unveils Groundbreaking Professional Development Planning Feature for Financial Advisers

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Dacreed is thrilled to announce the launch of its groundbreaking Professional Development Planning (PDP) feature. This new feature marks a significant milestone in Dacreed's journey, solidifying its position as the one-stop shop for all professional development and compliance needs. Designed from the ground up with both financial advisers and FAPs in mind, Dacreed’s PDP feature is here to transform how advisers plan their Continuing Professional Development (CPD) and PDP activities throughout the year. It's all about boosting productivity, helping set meaningful goals, and making sure advisers have all the information they need to provide outstanding financial advice.

PDP Feature

A New Era of Professional Development & Regulatory Compliance

Dacreed's new PDP feature facilitates a streamlined and efficient planning process. This feature is not just a planning tool; it's a comprehensive solution for professional development and regulatory compliance. It’s design encourages advisers, and support staff to navigate their professional development plans with ease in a neatly organized schedule of courses, tasks, and key events, while providing the evidence and audit trail required by the FMA to demonstrate compliance with code standard 9.

__Here's what makes it stand out: __

  • Goal Setting: The new feature helps FAs keep their professional ambitions in clear sight, ensuring their CPD activities perfectly align with where they want to go in their career.
  • Task and Event Scheduling: A calendar functionality for marking important deadlines, tasks, and industry events.
  • Content: Access to a wide range of content from different industry experts and training organizations
  • Effortless Compliance and CPD Management: A standout feature of the PDP feature is its ability to record CPD activities directly into a compliant CPD record, significantly reducing administrative time and ensuring professionals meet their regulatory requirements.
  • Collaborative Planning: Managers can view the progress of their team’s PDPs, fostering a collaborative environment that ticks regulation boxes, supports accountability, and encourages feedback.
  • Seamless Integration: The PDP feature integrates with Dacreed's existing compliance features, providing a holistic approach to professional development and compliance management.
  • Coming soon: Manager approvals and reminder notifications


Empowering FAPs

"Dacreed's mission has always been to empower professionals with the tools they need to succeed in NZ’s regulatory landscape," says Tim Larkin, CCO of Dacreed. "We're proud to offer a solution that not only simplifies compliance but also supports the continuous professional growth of advisers."

The PDP feature is a game-changer for FAPs looking to take control of their professional development.

New CPD Course Entry

About Dacreed

Dacreed is at the forefront of compliance and professional development solutions, streamlining the compliance process for professionals across industries. With a focus on innovation, user experience, and comprehensive support, Dacreed commits to empowering professionals to achieve their full potential while adhering to industry standards and regulations. For more information about the PDP feature and Dacreed's suite of compliance solutions, visit www.dacreed.com.

Get in Touch

For any enquiries, reach out to Tim Larkin, CCO, at tim.larkin@dacreed.com.