Caddie for Industry Professionals

CPD for paraplanners, general advice staff and distribution teams

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What is Caddie CPD
Caddie CPD for financial planners

Caddie was designed to make CPD a breeze!

Whether you’re a product provider, paraplanner or give general advice, Caddie is the hassle free CPD solution you deserve.

team

For Staff

  • 200hrs+ relevant industry CPD available
  • Document external CPD in Caddie
  • Download activity and progress reports at any time
training

For Training Managers

  • Customise training plans for individuals and teams
  • Upload your own training material for your team to complete
  • Manage and report on your teams’ CPD progress in real time
cpd for responsible managers

For Organisations

  • Reduced overheads. Caddie acts as a LMS for your business.
  • Organisational oversight and one click reporting
  • No heavy lifting. We’ll onboard your staff, and transfer any historical CPD data into Caddie.
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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

Fully integrated with Complii Compliance Automation Platform

Dedicated Stockbroking content library of articles, videos, podcasts and webinars

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
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Think CPD. Think Caddie.

Relevant Content & Events

Over 200 hours of relevant CPD content & 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

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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.

REQUEST A DEMO
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CPD wherever you go

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

REQUEST A DEMO