CPD Policy

Accounting &
Business Advisory

Continuing Professional Development (CPD) encompasses the wide variety of learning activities undertaken by professionals on an ongoing basis to maintain their technical knowledge and skills and to continually develop such competencies in existing and emerging areas. We consider CPD and the quality of advice and services to be directly correlated. For this reason, CPD plays an important part in our advisers’ professional and personal development within our business. Our advisers means our authorised representatives who provide financial advice on our behalf.

We are required to have a CPD policy which sets out our processes for ensuring our financial advisers who are authorised to provide advice under our AFSL undertake CPD required to comply with the CPD legislative framework and ensure they are providing services to a competent and professional standard. This policy is published on our website and is also available internally to all staff.

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