CPD
for Financial Professionals,
the way it's supposed to be
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.
|
Feature | Caddie |
Other CPD Platforms |
|---|---|---|
An ever-evolving library of CPD content with new content added weekly | ||
Edit and update training plans in seconds | ||
Assign managers per team/business unit | ||
Upload and assign tasks and publish own content to team members | ||
Real time progress reports in less than three clicks | ||
Book tickets to industry events and add externally completed CPD activities & events | ||
Easy and intuitive onboarding: up and running in seconds | ||
Import completed CPD activity CSV from other software painlessly. | ||
No lock-in contracts | ||
Complete CPD anywhere at anytime on a fully mobile responsive platform |
CPD for Financial Professionals
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.
- Access an evolving library of relevant FASEA CPD content, tailored to you and the advice you give.
- Earn points for articles, videos, podcasts, webinars and events sourced from leading industry publishers you already know and love
- Complete training set by your business or manager
- Keep your finger on the pulse with fresh content added to Caddie every week
- Everything you do in Caddie is automatically recorded and tracked against your CPD or training plan requirements.
- Easily upload CPD that’s been completed outside of Caddie
- Download your progress report or historical activity at any time.
- Stay on top of your CPD with automatic reminders when you’re falling behind
- Set CPD training plans for financial professional in seconds. Each can be tailored specifically to the sector they belong (i.e. broking, advice, stockbroking) or the advice they give.
- Pull progress reports of your advisers/teams CPD.
- Assign tasks or additional training to those who need it with automated reminders.
- Publish your own training to your team through Caddie.
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.
CPD wherever you go
Caddie is completely mobile responsive, allowing you to learn and earn CPD on the go.
CPD wherever you go
Caddie is completely mobile responsive, allowing you to learn and earn CPD on the go.