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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.


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.


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.


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


BONUS: Webinars

Download Subscription Form


To connect with industry specialisation and innovation opportunities


..Totally enjoyed my course!..
I have just completed my Cert IV in Finance and Mortgage Broking, totally enjoyed the course and the customer service was outstanding! Duminda was so helpful when I had a few questions. Totally recommended and I think I'll do another course soon!

Tanya Watson

..Phenomenal Support..
The support that i got throughout the course has been phenomenal. I have always gotten the answer to my queries .... I did not have a finance background, however, throughout the course, I have not felt to have been left alone. Truly professional staff yet polite to help me in the journey.

Surajkumar Dumraliya

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