We help firms use technology that can save further time and money.

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It is important to ensure that a firm and its advisers have a strong framework in place and ethos around continued professional development (CPD) as well as a robust centralised system in place to log all CPD using technology to enhance its effectiveness. 

 

To help support this Acutus™ helps firms build their own centralised CPD system setting out a yearly training programme for its staff relative to their status and role with supervisory permissions to manage staffs monthly CPD completion.

 

Let's take a look at some of the innovative elements and features within our CPD and training modules :-

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• 'Your CPD' - A portal for all staff that sets out a programme of specific training modules and assessments.

• Setting criteria - CPD module frequency, duration per CPD module, pass marks, actions on failure, feedback function, notifications to managers. 

• Revision material - staff specific and alternative material for staff looking to expand knowledge.

• Supervisor courses.

• SM&CR.

• Regulatory updates & events.

• T&C Management.

• Training events.

• CPD events.

• Investment events.

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Call today to speak with a member of our business support team, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service !