Strategi Institute has released its 2025 Continuing Professional Development Handbook and Professional Development Plan Template, aimed at financial advice providers, financial advisers, product providers, and industry aggregators.
The company says the 2025 CPD Handbook is designed to help financial advisers and financial advice providers “…integrate CPD seamlessly into their day-to-day operations. By taking a proactive approach to CPD, financial advice providers can reduce duplication, improve client experience, and avoid unnecessary compliance costs.”
David Greenslade, executive director of Strategi Group, says that the firm understands that compliance can feel burdensome, but that it doesn’t have to be.
“Our 2025 CPD Handbook is a practical resource that helps financial advisers and financial advice providers easily manage their CPD obligations. It’s about making compliance a natural part of your business, one that is efficient and simple, rather than an added burden.”
The CPD Handbook offers guidance on:
- CPD best practices
- Refresher training
- Tracking requirements under the Code of Professional Conduct for Financial Advice Services
The company adds that the ready-to-use PDP template is designed for financial advisers in small to mid-sized FAPs “…making it easy to tailor to their specific roles and needs.”
The CPD Handbook is free for those who register on the Strategi Institute website or it can be purchased for $25+GST. Click here for more information.