Most advisers aren’t short on CPD. They’re just not capturing what’s already happening.
We’ve all seen the cycle. End of year hits, Kaplan gets opened, and hours get ticked off quickly just to get it done. The requirement gets met, but it rarely reflects how advisors are actually improving day to day. Meanwhile, the real development is happening in team discussions, client strategy conversations, and solving real problems that never get counted.
We’ve shifted how we track CPD because the traditional approach misses where the value actually sits. If you’re running a business, working through client outcomes, and sharpening how advice is delivered, that is the development. Recording it properly just brings alignment between what you’re already doing and what gets recognised.
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