Radar: the CPD command centre
This tool for the financial services industry, Radar (Resources and Development for Adviser Relationships) will ultimately be the largest knowledge database ever to be put at New Zealand financial advisers’ fingertips.
Radar’s comprehensive library includes compliance, personal development, insurance, investment, lending, asset protection and estate planning, foreign exchange, securities and taxation CPD topics, as well as training for both the Level 5 New Zealand and National Certificates in Financial Services.
At a glance
Radar provides flexibility of training delivery. It is not designed to replace conferences, workshops and roadshows. Instead, it can be used to store content from those activities plus can be used to enhance the user experience from face-to-face activities, and to provide a method of assessment if required.
Radar is a platform that can ‘reskin’ to an organisation, and can hold organisation-specific content in addition to the industry-wide content.
Relationships, relationships, relationships
Radar is an easy to use, easy to subscribe to, one-stop resource for everything that will help advisers strengthen their relationships with clients. It will also help QFEs, product providers and adviser networks strengthen their relationships with advisers. Radar can be tailor-made to include proprietary knowledge and processes reskinned for your financial services brand. Your content can only be accessed by your staff and advisers.
Manage CPD in one place
Radar is the command centre for advisers’ professional development plans (PDP) and CPD logs. Radar holds online training and assessment content for CPD and the financial services Level 5 qualification. When Radar CPD training is selected as part of the PDP and completed in Radar, the results are automatically populated into the adviser’s CPD log.
For organisations, product accreditation can be in one central place, advisers’ training can be assigned and their progress monitored. Reporting for compliance is easy: a huge range of standard reports are available plus customised reporting can be organised. Strategi Institute can also work with advisers and organisations to advise on suitable PDPs and how to structure them.
A world class education platform
Radar is built on a secure and proven education platform used by a multitude of large global corporations, government bodies and learning institutions. It meets the security protocols usually demanded by banks and insurance companies. The layout is intuitive and a user navigation guide is provided. Additionally, there is an online chat help facility with Strategi Institute available to answer questions and help with setting up professional development plans.
Training content can be delivered as pdf documents, PowerPoint presentations, electronic books, audio files, video and webinars. Multiple chat rooms are available together with podcasts, RSS feeds and an upload/download facility for submitting assignments and undertaking external compliance reviews.
An affordable knowledge base for all financial service providers
Pricing is based on the number of users in an organisation. Discounts are provided for large organisations plus for content you are willing to make available for others to view. A single adviser would only pay $50 plus GST per annum to access Radar containing their PDP and CPD log plus some free content. They would then purchase bundles of CPD content or Level 5 courses to suit their needs. For a single adviser to purchase full access to CPD modules, the fee is only $350 plus GST per annum. For companies with large numbers of users, an additional support fee may apply. Contact us for full pricing information.
Radar is an innovative, centralised knowledge base where all sectors of the industry could go to receive their relevant CPD and online education. It is inexpensive to implement and will provide instant value. To experience Radar for yourself visit Radar, or contact us to find out more about how it can benefit your organisation.