AI-Enhanced Professional Development App Built with Bubble

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.

Key Features

Content Management

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

OpenAI Integration

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

User-Friendly CPD Logging

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.

CPD Export

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

Interactive Dashboards

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

Team Management

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

Admin Dashboard

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