Midwinter Financial Services has launched a new product – AdviserTECH CPD – which it describes as "a simple, practical online CPD education and compliance solution for financial services".
According to the company’s launch announcement, AdviserTECH CPD will be relevant to all financial services organisations, and is accredited by both the Financial Planning Association and the Self-Managed Superannuation Professionals’ Association of Australia.
It said the new product could be used to satisfy RG 146 CPD education and compliance requirements for all financial services authorised representatives:
- financial planning practice administration staff;
- paraplanners and financial planners (particularly CFPs);
- dealer group licensees; risk insurance specialists and brokers;
- banking institution staff; and
- superannuation funds; platform providers; and fund managers.
