Spend less time chasing financial professionals, and more time developing them
Who's your Caddie?
Caddie was designed through collaboration with several AFSL's to create a system that helps manage adviser CPD, by delivering relevant training plans to Financial Advisers, while giving Responsible Managers and Dealer Groups the oversight tools they need to stop compliance risks before they happen. With Caddie, you'll get:
- CPD that's not a chore to complete
- A huge range of CPD approved content & events curated from leading industry publications
- Reporting tools that will help you reduce risks, and stop you 'chasing' advisers' tails
Recent & relevant content
Each week, our team curates recent and relevant content (think articles, videos, podcasts, events and more) from leading industry publications, so that your advisers can earn CPD points for the content they will actually learn from.
Track the CPD you’ve already done
We know that most advisers get their CPD points from attending events, association seminars, or through in-house activities, so we’ve made it easy to upload and track external CPD within Caddie’s easy to use platform.
Reporting you can count on
Caddie provides real time reports, tracking against your advisers’ CPD progress. To top it off, we’ll alerts you when and adviser is at risk of falling behind, so you can give them a nudge to get back on top of their CPD.
Ease of use
From setting training plans, to earning CPD points for the content you've consumed, Caddie puts the power back into the hands of the user with a simple, intuitive platform.
Reduced admin
Caddie automates tasks like on boarding, following up, monitoring progress and reporting. So you can do more, with less.
A beautiful experience
Caddie's seamless platform helps liberate learning, by handing you and your team the tools needed to meet your CPD obligations, without it being a chore.
