Send current year CPD summary to advisers by email
Send current year CPD summary to advisers by email
Your advisers' CPD entries are split between forms and registers, delaying year-to-date totals for compliance. It emails a verified CPD summary to the adviser, enabling same-day compliance checks.
Overview
Advisers and compliance often wait while year-to-date CPD totals are pulled manually. This flow compiles training records and emails a verified summary so advisers and compliance officers have audit-ready records the same day.