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Insight CPD Portal

Insight CPD Portal

The Insight CPD Portal provides all advisers with CPD and SPS guidance and prescription. CPD Plans and Solutions can be managed and tightly linked, via CPD Templates which can be tailored to your business. This simplifies the whole process for advisers and reduces the risk to the business. Firms can allocate CPD material from the centre, directly into an advisers CPD Plan and use notifications to communicate directly with advisers and update their CPD plan if required.

  • Branded for your community
  • Structured CPD Plan creation supported by tailored templates, to provide guidance and/or prescription
  • Intuitive and easy to use
  • Manage application and renewal of SPS
  • Access a whole programme or individual activities
  • Automatically logged activity with pre-populated learning objectives and relevance to role
  • Personal CPD Plan with appropriate actions linked to TC Scheme activities
  • CPD notifications allow management to communicate with the entire community, selected group or individuals
  • CPD Management capability with interactive dashboards and consolidated views of CPD across your business
  • The Insight CPD Portal powers the Adviser Home CPD Centre which is free for advisers. Access to a wide range of CPD Solutions from a centralised extensive e-marketplace
Support your advisers and minimise the risk to your business with the Insight CPD Portal and CPD Management capability.

The Insight CPD Portal powers the FSP Graduate scheme and the Adviser Home CPD Centre.

Our clients include
Our partners include
Redland Business Solutions Limited, No.2 Greenbox, Westonhall Road, Stoke Prior, Bromsgrove, Worcs, B60 4AL