Daniel Gara

Authorised representatives who take part in training for their AdviserLogic software will be eligible for up to four Financial Planning Association (FPA) Continuing Professional Development (CPD) points as of 27 October 2014.

Head of Product Development, Daniel Gara, says the CPD accreditation is another demonstration of AdviserLogic’s commitment to help advisers to perform at their best. “Our goal is to help advisers develop and maintain high-performing, compliant and client-centric practices,” he says. “Providing CPD points is one way we can help them to achieve this.

The FPA-accredited AdviserLogic training sessions are offered in webinar format, hosted by AdviserLogic Product Specialists. Introductory and intermediate sessions are aimed at new users while cashflow and workflow sessions are for both new users and existing users who have upgraded their software package. “One CPD point will be given for each module completed from the AdviserLogic introductory session, intermediate session, cashflow session and workflow session,” Mr Gara says.

For ASIC competency purposes, the points all fall within ‘Skills’.  For FPA Professional Dimensions, 0.5 point applies for Capability, and 0.5 point for Attributes and Performance.

The CPD points will be applied to training completed after 27 October 2014.

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