Create CPD records from external training submissions today
Create CPD records from external training submissions today
Your CPD submissions come in as raw form entries and need manual tallying, creating compliance blind spots. The workflow logs each submission into your CPD register and sends advisers a same-day confirmation.
Overview
Stop relying on manual spreadsheets for adviser CPD tracking — this flow captures external training submissions into a central register and emails advisers immediate confirmation. That gives your learning coordinator same-day visibility into annual CPD totals and reduces compliance risk.