A file variety of monetary advisers have embraced Kaplan Skilled’s enhanced Ontrack persevering with schooling providing because the trade accepts the problem of elevated professionalism.
“Because the main provider of continuous schooling, Kaplan Skilled has invested closely in enhancing the standard of Ontrack’s content material output, reporting, and user-experience,” Kaplan Skilled CEO Brian Knight mentioned. “Advisers have responded positively as they recognise {that a} occupation is grounded on a steadiness of formal {qualifications} and ongoing persevering with schooling, coupled with sensible expertise.
“The suggestions we’re getting is there’s a actual demand for high-quality, unique, and unbiased technical persevering with schooling content material, which encompasses the entire vary of areas and points advisers might face of their skilled follow. Additionally it is basically necessary to advisers and their licensees that the persevering with schooling they’re finishing is accredited and rigorously assessed inside an academic framework.”
In response to 2022 knowledge, the digital modules within the Monetary Adviser content material have been accomplished almost 325,000 occasions – that’s up 15% over the earlier yr. The library additionally has almost 26,000 subscribers throughout Australia and New Zealand.
This demonstrates advisers’ need to stage up their technical information, with a concentrate on moral behaviour and rising areas equivalent to managed investments, exchange-traded funds, and aged care (particularly elder abuse).
Ethics at work, moral perceptions in monetary providers, and establishing belief in monetary providers have been the three hottest digital modules, which Knight mentioned was unsurprising provided that the present persevering with skilled growth normal mandates a minimal of 9 hours in professionalism and ethics.
“We’re planning so as to add to the greater than 300 content material items that our technical consultants produce yearly in a various vary of codecs to cater to many studying kinds – extra podcasts, movies, and shorter micro-learning items,” Knight added. “We will even be increasing on our vary of specialist quick programs, whereas providing advisers extra alternatives to be recognised for the persevering with schooling they’ve accomplished by digital badging and micro-credentials.”
The Kaplan Skilled chief mentioned it additionally made “good sense” to make use of Ontrack as an expert yr software.
“As Ontrack is already being utilized by our shoppers as an expert yr software to file and monitor structured hours, we’re increasing our providing with a devoted Monetary Recommendation Fundamentals library for candidates and supervisors that we anticipate to launch within the coming weeks,” Knight mentioned.
“Embedded into the platform might be complete skilled yr plan templates and ‘how one can’ guides for candidates and supervisors. Content material within the library will concentrate on shorter, bite-sized studying items delivered by interactive digital modules, podcasts, and movies to greatest go well with a youthful viewers.”
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