This template includes a list of possible modules that could suit an Investment Adviser within a small to mid-sized FAP.  

• If the modules shown are not entirely suitable, then there are over 200 CPD modules that can be considered on Strategi Institute’s online learning platform - Radar.  Additionally, Strategi Institute can build specific content at your request (for a small fee).
• Obviously, the investment specific modules would not be applicable to non-investment advisers so replace those with modules applicable to your needs.
• You can also source external learning and add this to your PDP.

The PDP template is valued at $60, however to support the industry Strategi is providing it at no cost by completing the form below: