Case Study 3

Challenge

A large advice practice invested heavily in internal training. Each week, advisers participated in structured learning sessions, including live client case studies, peer reviews, and formal professional development meetings.

Despite the quality and consistency of this training, very little of it was formally accredited for CPD. On the occasions the practice attempted to obtain CPD accreditation through traditional methods, the process was slow, manual, and costly:

• Lengthy forms and documentation
• Repeated email-based follow-ups
• Long turnaround times
• Hours of administrative effort

As a result, only a small portion of internal training was recognised for CPD, despite advisers spending significant time developing their skills.

Solution

The practice adopted CPDcheck to streamline CPD accreditation for internal training.

Using CPDcheck, the practice was able to:

• Accredit internal training sessions quickly and consistently
• Apply CPD to both structured training and live case-study discussions
• Remove the need for manual forms, email chains, and external coordination

Accreditation that previously took weeks could now be completed in minutes.

Outcome

With friction removed, the practice expanded CPD accreditation across all relevant internal training activities, including:

• Weekly client case reviews
• Structured professional development sessions
• Ongoing technical and practice improvement meetings

This delivered clear benefits:

Why CPDcheck

CPDcheck enabled the practice to:

• Recognise internal training consistently and efficiently
• Reduce compliance and administrative friction
• Ensure CPD is attached to all structured learning activities
• Support adviser development without increasing cost or complexity