Dacreed Pressroom
Dacreed Unveils Groundbreaking Professional Development Planning Feature for Financial Advisers

Dacreed Press Team

February 21, 2024

Dacreed Unveils Groundbreaking Professional Development Planning Feature for Financial Advisers
Dacreed Press Team
February 21, 2024
What a PDP is and Why you need one
Tim Larkin
February 09, 2024
Whitepapers at Dacreed
Dacreed Press Team
January 29, 2024
Three Key RegTech Trends From 2023
Jade Couper
December 20, 2023
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Blog
What a PDP is and Why you need one
Simply put, Professional Development is a regulatory requirement to improve professional competence and therefore the outcomes of our clients. The FMA has made it clear that they expect the standards of professional advisers to continue to lift over the coming years. All of this is set out in Code
Tim Larkin
February 09, 2024
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Blog
Three Key RegTech Trends From 2023
As we reflect on 2023, three key RegTech trends stood out to us... 1. The integration of AI, including Gen AI, in regulatory compliance signalled a significant, albeit cautious, shift among regulated institutions 2. The global political climate highlighted the urgent need to bolster efforts in pre
Jade Couper
December 20, 2023
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Blog
CPD - Not simply ticking the compliance box
CPD - if you are investing your time, use it to expand your skill sets - the value is not simply ticking the compliance box. As a Financial Advice Provider (FAP), it is essential to have good systems in place to easily record and keep up to date with your Continuous Professional Development (CPD).
Jade Couper
September 07, 2023
Blog
Appreciation in the workplace: Why kudos matters
Tim Larkin
September 05, 2023
Blog
FAPs are adopting technology to cut the costs of compliance.
Jade Couper
September 05, 2023
Blog
The Game-Changer in CoFI Compliance: Why Dacreed is Essential for New Zealand's Financial Services Industry
Jade Couper
August 31, 2023
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News
Dacreed Unveils Groundbreaking Professional Development Planning Feature for Financial Advisers
[Dacreed](https://dacreed.com) is thrilled to announce the launch of its groundbreaking Professional Development Planning ([PDP](https://pressroom.dacreed.com/what-a-pdp-is-and-why-you-need-one)) feature. This new feature marks a significant milestone in Dacreed's journey, solidifying its position a
Dacreed Press Team
February 21, 2024
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News
Embracing Change: The Dacreed Journey
We have exciting news! We're thrilled to unveil a significant transformation – TeamsPlus has evolved into Dacreed! This transition is a testament to our unwavering commitment to simplifying your professional journey. We believe in making compliance and training seamless, which is why we've stream
Jade Couper
October 02, 2023
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News
Rethinking Recruitment: Bridging the Gap Between Education and Employment in NZ's Financial Services
So you've earned that shiny Level 5 certificate. Awesome, right? Well, hold the party poppers. Just because you've aced the exams doesn't mean you've got a job waiting for you. This annoying disconnect between learning and earning is something we've all got to grapple with in New Zealand's financial
Jade Couper
October 01, 2023
News
New reporting features on our TeamsPlus learning platform.
Dacreed Press Team
December 12, 2022
News
The Dacreed/TeamsPlus family is growing!
Dacreed Press Team
December 07, 2022
News
New Financial Services L5 streams to kick-start 2023
Tim Larkin
December 05, 2022
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Whitepapers
Whitepapers at Dacreed
Over the coming months we’ll be releasing a number of whitepapers centred around our research and development in the areas of continuous learning, risk & compliance and personalised pathways. Please check back regularly for updates and follow on LinkedIn. For more information about Dacreed and our
Dacreed Press Team
January 29, 2024
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Case Studies
RMA Financial Case Study
“Dacreed's TeamsPlus was very easy to implement and saves our business significant amounts of time and effort in compliance compared to our old processes. It is also a brilliant platform to create training content and support our members, as well as ensure they are all meeting regulation requirement
Jade Couper
September 19, 2023
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Case Studies
Astute case study
“Our LMS solution was not user friendly or very intuitive to use. It did not display the CPD hours completed by an advisor at any given point in time consequently CPD monitoring became a cumbersome and time-consuming process requiring the use of manual spreadsheets." > -Nikhil Ghate, Quality Assura
Tim Larkin
November 29, 2021