PDPs are a key tool for demonstrating your compliance with the Financial Markets Conduct Act 2013 (FMCA), Code of Professional Conduct for Financial Advice Services (Code), and other legislation and regulations. This template will be a valuable resource in your 2023 PDP journey.

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 below: