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Continuing Professional Development

CPDplus example

In line with Regulatory Guide 146, "Licensees have an obligation to maintain their competence to provide the financial services authorised under their AFS licence". CPDplus is Mentor Education's solution to continuing training requirements for licensees.

CPDplus includes topical, relevant and up-to-date content and allows you to earn CPD points.

At the same time, you can also advance your standing in the financial services profession with further RG146 specialisation, qualifications and professional designation.

Overview

Upon subscribing to CPDplus, our assessment team will create your account and you will be issued with your User ID and Password to view your progress online AND access your CPD training plan which can be set up to provide you both:

Professional Development

Access relevant and practical journal articles that allow you to:

  • Deliver improved client outcomes.
  • Gain insight from leading financial practitioners.
  • Earn CPD points and achieve your professional development goals.

PLUS

Professional Qualifications

Expand your areas of expertise:

  • Access online articles which cover a national recognised curriculum and contribute to your CPD plan.
  • Become RG146 qualified to provide advice in new specialty areas such as SMSF, Margin Lending and Foreign Exchange.
  • Undertake online assessments towards to your next professional qualification or designation.
CPDplus article

Quality CPD Content

Mentor’s CPD content are articles written by industry experts and respected academics. Mentor is in constant consultation with the key stakeholders in the financial services industry to:

  • Identify adviser’s needs.
  • Provide them with relevant resources to enhance their skills and knowledge.

Each article is aligned to a competency area to help advisers meet their compliance requirements in line with the regulatory guidelines and industry requirements for advisers as dictated by the corporate regulator to maintain their competence at a level appropriate for the adviser service they provide.

Competency Areas

  • Credit Management
  • Mortgage Broking
  • Client Engagement,
  • Generic Knowledge
  • Financial Planning
  • Life Insurance
  • General Insurance (Tier 2)
  • Superannuation
  • SMSF
  • Managed Investments
  • Securities
  • Derivatives
  • Foreign Exchange
  • Personal Skills Development
  • Margin Lending / Gearing
  • Practice Management
  • Estate Planning
  • Aged Care
  • Succession Planning
  • Skills
  • Personal Skills Development
  • Compliance
  • Fixed Income
  • Cash & Deposit

CPD Accreditation

Don’t want to waste your time with non-accredited CPD content? You won’t.

All CPDplus articles have been officially accredited by a registered training organisation and by peak industry associations. We continue to work with a broad range of industry groups to provide you with meaningful and holistic CPD solutions.

CPD point allocation and accreditation numbers are shown for each article and in the reporting function within CPDplus.

CPD Assessment

There are four multiple-choice questions pertaining to each CPD article.

Subscribers can undertake the assessment by simply:

  1. Logging onto CPD + with your User Name and Password.
  2. Selecting and reading the article.
  3. Undertake CPD assessment online.

Answer at least three out of four questions correctly, and you will be deemed competent in that area, otherwise you will be advised if resubmission is required.

Our friendly and experienced team will provide support and assessment feedback as you progress through your studies.

What does my subscription include for advisers?

  1. 24/7 access to view CPDplus articles for:
    • Professional Development
    • Professional Qualifications.
  2. Design and tracking of all CPD training (including external training content).
  3. Dashboard user reports available in real time for:
    • My CPD Points.
    • External Points.
  4. Resource Library of:
  5. Online support from the friendly CPDplus team.
    • User Guide.
    • AU and NZ Pocket Guides.
    • Financial Terms.
    • AU and NZ Useful Links.

What does my subscription include for managers?

  1. External Points:
    • Pending Approval - workflow for the approval of requests by advisers for ‘other’ training
    • Bulk Upload – identify all advisers who attend a professional development day and allocated CPD points at one time.
  2. Ability to switch between user and administration view.
  3. Dashboard management reports available in real time, including:
    • Saved Reports – easy access to your favourite reports.
    • CPD Users.
    • CPD Points.
    • Points Analysis.
    • Group Points Analysis.
    • External Points.
  4. Training of key members of staff.
  5. Online support from the friendly CPDplus team.

FLEXIBLE DELIVERY OPTIONS: NATION-WIDE

Mentor specialises in providing professional education and training services to you anywhere, any-time. We appreciate that learning needs differ for each individual and organisation, which is why we allow you to select the approach that works best for you.

CPDplus is the premium pathway for both Professional Development PLUS Professional Qualifications. If you want to keep your knowledge up to date and qualify to give advice in emerging specialist areas such as SMSF, Margin Lending, Estate Planning and Aged Care areas, then this is the subscription for you

CPDplus Subscription
  • No hidden costs
  • Annual Subscription
  • Online assessment
  • 1300 phone support

$360.00



BONUS: Webinars

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TESTIMONIALS

..Mentor Education’s assistance with helping me with both Diploma of Financial Planning and the Adv. Diploma of Financial Planning has been fantastic. I really appreciate their guidance and assistance with helping me obtain my qualifications. Your prompt email responses to my queries are also greatly appreciated..

Linda Pfitzner
Client Service Manager
Leading Australia Bank Financial Planning

..Mentor Education simply makes our lives easier. Their professional problem-solving approach allows us to focus on other parts of the business;
safe in the knowledge that Mentor graduates have what is takes to provide our clients with sound and accurate advice..

Charles Cavallaro
Professional Development Coordinator
Leading Australian Bank

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