Continuing Professional Development (CPD) can be a daunting task for financial advisors. My client needed a robust solution that allowed them to manage training content, videos, assessments, and reflective statements seamlessly. They also wanted to harness the power of OpenAI to generate template reflective statements efficiently.

The platform empowers the client to manage training content, videos, learning outcomes, and assessments effortlessly.

Leveraging OpenAI's capabilities, the app generates template reflective statements, saving time and effort.

Financial advisors can sign up and easily manage their CPD activity, including adding content, taking assessments, tracking learning outcomes, and writing reflective statements. It even allows for logging CPD activities not associated with the client, making it a comprehensive CPD activity log.

Advisors can export their CPD activity for each CPD year to their respective professional bodies, simplifying annual reporting.

The platform features intuitive dashboards that visualize annual achievements against targets, helping advisors identify areas that require attention.

With role-based permissions, team managers can invite direct reports to join and oversee their team's CPD activities throughout the year.

Company administrators have access to a comprehensive admin dashboard to manage users and access levels efficiently.