For BAS agents
For BAS agents
- 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
- 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.
| Other CPD
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.
Enhance your CPD experience with Caddie
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