CPDco|

for Financial Professionals,
the way it's supposed to be

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What is Caddie?

Caddie was designed to make CPD for financial planners, stockbrokers and industry professionals a breeze.

Our simple and intuitive platform delivers relevant content to financial professionals and helps organisations manage their team with customisable training plans, real time progress overviews, one-click reporting, and automated follow ups. You can even push your own training to your team through Caddie!

Whether you’re a professional looking to complete CPD, or an organisation needing to manage a compliant workforce, you deserve better.

Our simple and intuitive platform delivers relevant content to financial professionals and helps organisations manage their team with customisable training plans, real time progress overviews, one-click reporting, and automated follow ups. You can even push your own training to your team through Caddie!

Whether you’re a professional looking to complete CPD, or an organisation needing to manage a compliant workforce, you deserve better.

What makes Caddie different?

Learn CPD on the go with Caddie. 

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An ever-evolving library of CPD content with new content added weekly

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Edit and update training plans in seconds

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Assign managers per team/business unit

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Upload and assign tasks and publish own content to team members

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Real time progress reports in less than three clicks

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Book tickets to industry events and add externally completed CPD activities & events

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Easy and intuitive onboarding: up and running in seconds

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Import completed CPD activity CSV from other software painlessly.

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No lock-in contracts

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Complete CPD anywhere at anytime on a fully mobile responsive platform

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CPD for Financial Professionals

Financial Planners

Over 200 hours of relevant CPD content to meet FASEA’s legislated CPD requirements, with new content added weekly.

Stockbrokers

A dedicated library of relevant Securities content for both wholesale advisers, retail advisers (FASEA) and responsible managers (RG105).

Organisations

A suite of content to help distribution teams, general advice staff, paraplanners, mortgage brokers and more meet their CPD compliance requirements.

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The easy way to comply with CPD

Caddie helps financial professionals and organisations meet their FASEA CPD and other training requirements in three easy ways.

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Think CPD. Think Caddie.

Relevant Content & Events

Over 200 hours of relevant CPD content and events to meet your FASEA obligations

Customised Training Plans

Effortlessly customise standard training plans by user, team and company.

Three Click Progress Reports

Access progress reports in less than three clicks and download or export these in PDF or CSV format.

Learning you’ll love

Learning with Caddie makes it even easier to meet your CPD obligations. We add new content weekly from leading industry publishers and thought leaders you already know and love.

What our learners say

Helping thousands of financial professionals manage their CPD obligations every year.

Bobby

Financial Adviser

“My experience with Caddie so far has been fantastic. The content is good with interesting articles that I’m actually interested in and the site is also easy to navigate. In short, it’s been a pleasure to use.”

CPD wherever you go

Caddie is completely mobile responsive, allowing you to learn and earn CPD on the go.

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CPD wherever you go

Caddie is completely mobile responsive, allowing you to learn and earn CPD on the go.