The Kaplan Skilled and Massey College partnership continues to develop from power to power with the launch of the state-of-the-art ‘Ontrack’ persevering with training platform to New Zealand’s monetary providers sector.

Ontrack is designed to be a one-stop-shop to assist Monetary Advisers (FAs), Nominated Representatives (NRs) and Monetary Recommendation Suppliers (FAPs) to fulfill the brand new persevering with skilled growth (CPD) customary below The Code of Skilled Conduct for Monetary Recommendation Companies – Commonplace 9 (the Code).

The platform offers a high-quality, customisable and cost-effective answer, providing each FAs, NRs and FAPs the platform, content material, reporting and help they should handle their evolving CPD wants.

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The New Zealand monetary providers library incorporates the next matters and sub-topics:

    • Technical
      • Danger recommendation
      • Funding and retirement recommendation
      • Property recommendation
    • Recommendation course of and shopper expertise
    • Ethics and finest follow
    • Enterprise and private growth
    • Common

Kaplan Skilled CEO Brian Knight stated Ontrack would supply an efficient CPD answer to the New Zealand market from each a top quality and value perspective.

“The in-depth, related and topical content material is delivered by way of partaking and interactive digital modules that leverage the newest in each training methodology and studying know-how.

“Customers can observe a tailor-made skilled growth plan (PDP), particular to their function, organisation and CPD necessities, which allows the organisation or the person to construct and observe the coaching they want for annually within the platform – Kaplan Skilled may suggest PDPs for various roles and organisations.

“The New Zealand-specific content material is written by main trade professionals and subject material specialists, so it’s notably helpful for many who are wanting CPD content material that may curiosity them, enhance them, and improve their means to specialise.

“All content material and matter areas are aligned to a person’s function as a FA or NR and is identifiable as a part of their PDP in every CPD interval, with content material being at or above the minimal competency degree of New Zealand Certificates in Monetary Companies (Stage 5).

“This offers a transparent and distinguishable method for FAPs and their staff to exhibit how they’re sustaining ongoing competence and data to ship recommendation below the revamped regime and regulatory framework,” he stated.

Massey Enterprise College Worldwide and Strategic Partnerships Director Dr. Jeff Stangl stated he was excited by the affect Ontrack would make in New Zealand’s monetary providers sector.

“We’re happy to help Kaplan Skilled to launch this world-class persevering with training platform in New Zealand.

“Ontrack is utilised by all of Australia’s main banks and monetary providers organisations, and I see it being effectively acquired by FAPs of all sizes in New Zealand.

“Ontrack brings to the market a seamless training expertise like no different for FAs, NRs and FAPs,” he stated.

Along with the New Zealand monetary providers library, a set of standalone micro-learning modules which have been developed along with a famend e-learning guide, main company organisations and specialist authorized companies might be added to an Ontrack subscription.

Ontrack’s subscription course of is easy, with the easy on-boarding and implementation course of taking solely a matter of days.

/Public Launch. This materials from the originating group/writer(s) could also be of a point-in-time nature, edited for readability, type and size. The views and opinions expressed are these of the writer(s).

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