
We kick off the month with a reminder about the upcoming Financial Professional Institute (FPI) Continual Professional Development (CPD) deadline on 31 May. We encourage you to finish your CPD hours sooner rather than later, as there’s a chance the service provider’s system may be slower to respond from the middle of the month. Beat the rush and complete the task now!
“Learn continuously – There’s always ‘one more thing’ to learn”
Thanks, Steve Jobs. We couldn’t agree more. As one of the industry’s most trusted software providers, we encourage our community to take CPD to heart. Advisors who prioritise continuous learning and development by keeping their skills and knowledge up to date are in the best position to give financial advice that will have a meaningful impact on the people and families they serve.
As a recognised CPD provider since 2019, atWORK’s training sessions are hosted by experts with decades of experience in financial planning. Our clients are invited to attend free, weekly online training sessions covering Customer Relationship Management (CRM), Financial Needs Analysis (FNA), and Post Retirement Cashflow. The sessions take place via atSCHOOL (our Learning Management System or LMS) to ensure CPD points are awarded according to the highest industry standards.
We offer more than just support
Our team will go the extra mile to make sure you are set up for success! Our online training is a combination of general tips on industry best practice and specific advice on how to leverage our software to give your clients great advice and even better service. Our online training:
- Covers topics like Customer Relationship Management (CRM), Financial Needs Analysis (FNA), and Post Retirement Cashflow.
- Is ideal for new advisors who’ve just joined our community and are starting out on atWORK.
- Is a valuable refresher session for existing clients.
- Is CPD-accredited and FREE.
In addition to our live training sessions, we also offer our community a library of helpful video resources to facilitate on-demand learning in your own time.