CPD content
For Accountants and Bookkeepers

CPD content
For Accountants and Bookkeepers

Caddie CPD for financial planners
CPD for financial planners

For New Accountants and Bookkeeping Businesses

Get Freedom & Flexibility While Growing Your Career
  • Take control of your time and expertise so you can learn and earn more. Support your accounting and bookkeeping journey with up to date and industry specific resources.
  • Get the support and confidence you need to skyrocket your career.
cpd for responsible managers

For Qualified Accountants and Growing Small Businesses

Easily Meet Compliance &  Effortlessly Track Your CPD
  • Effortlessly meet compliance and safeguard your licence without risk of losing all your hard work.
  • Simplify tracking your CPD and prove your CPD hours to the authorities.
  • Get support to grow your business with our membership - with more opportunities to learn from people who have done it before.
compliance operation staff

For Companies Seeking Maximal Compliance and Knowledge Growth

Upskill Your Team Quickly with Done-For-You CPD Training
  • Experience the fastest, most efficient method to keep your team’s CPD up-to-date, complete with automatic tracking for seamless compliance.
  • Give each team member a personalised roadmap to support their compliance and knowledge growth.
What is Caddie CPD
What is Caddie CPD

What is Caddie?

Caddie is here to simplify CPD for Accountants, Bookkeepers, BAS Agents and other finance industry professionals. 

Our simple and intuitive platform delivers relevant content to Accountants (or those training to become Accountants/Bookkeepers) 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 an Accounting, Bookkeeping or BAS professional looking for an easy way to complete CPD, or an organisation needing to manage a compliant workforce, you deserve better.

Pricing

Individual

$29 + (inc. GST/user per month)
  • Access to curated and relevant content
  • Tailored CPD plan based on your areas of advice
  • Intuitive dashboard with real-time tracking
  • Events, Seminars, Webinars, never miss out again!
  • Notifications to keep you on track with your CPD and compliance

Organisations

$29 + (inc. GST/user per month)
  • Everything an individual user gets plus:
  • Overview of your teams progress so you can spot risks before they happen
  • Real time reporting on adviser CPD and compliance
  • Ability to track multi-team and individual CPD and compliance progress
  • Dedicated Caddie Crew member to help onboard your organisation

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

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."

Enhance your CPD experience with Caddie

Share your details and one of our team members will get in touch with you.

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