CPD

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. 

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

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.

  • 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.
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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.”

Alex

Compliance Manager

“I’ve been using Caddie heaps over the last little while, I’ve done almost 10 CPD points and you know what? I actually enjoyed doing it. It’s easy to use and the content is so much better than what you find on other system and it brings it all to you. We will definitely keep using it as its far better than any of the alternatives.”

Mike

Principal Adviser

“I like it, easy to navigate and very straight forward, the content is interesting and relevant to what I do”

Crystal

Training Manager

"The education material is very relevant, you are not just reading articles! The advisers found them interesting and I noted an increase on points completed, even the ability of me being able to acknowledge this change through the reporting in Caddie is a huge leap from our previous provider."

Greg

AFSL Holder

"As a licensee with multiple advisers needing different training plans I need a training delivery system that is easy to use for all of us. I think Caddie's innovative approach to delivering useful content while also tracking the myriad of CPD activities advisers undertake will revolutionise the way we meet our obligations."

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.