The adviser’s Continuous Professional Development can be recorded within each training record you have completed. To add records, click onto the Development or add a new one using the +Add record button. In the screen shot on the next page, the development shown has been added and now CPD records need to be added:
Once the +Add record has been clicked, then the following page appears and information about the CPD can then be added:
To mark the CPD as complete, select ‘Complete CPD record’ which will enter today’s date.
If you have the ‘Advanced Security’ licence the advisers will be able to record their own CPD hours, but the Compliance Manager will need to sign the CPD hours off.
Once done, the date will be entered in the box: