CPD Point Management System

Intellitrain is pleased to announce a new CPD Point Management system which will be free for Finance & Mortgage Brokers. The system is simple and user-friendly enabling brokers to keep track of points/hours for multiple memberships.  For example, a broker may be a member of the FBAA and the MFAA and also need to provide a record of hours for ASIC. 

Paul Eldridge, Intellitrain’s CEO says “Our system quickly and efficiently allows a broker to keep a record of their CPD activities.”

Brokers are able to record all of their CPD activities and then generate an output report in various formats that can be sent straight to the appropriate membership body potentially saving brokers several hours each year.

“We will be offering the service free for brokers but we will be asking for a small management fee from aggregators and franchise operators who would like to use the system for compliance monitoring.”

The system has taken Intellitrain 6 months to develop, with the main goal of providing a brokers a flexible system which is simple, easy to use, yet quite powerful at the same time.

“The system has also been designed to allow multiple levels of management reporting – for example we can assign a group of brokers to their BDM enabling the BDM to help assist their brokers meet their CPD requirements.”

The system is also capable of managing multiple levels of reporting for organisations such as aggregators wishing to group reporting by State, BDM or nationally to see all broker CPD point compliance in one snapshot.

“In addition, we can link the system to other back office applications such as CRM systems.”

To Register for this FREE system, click HERE