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 stated. “Advisers have responded positively as they recognise {that a} career is grounded on a stability 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 could face of their skilled follow. Additionally it is basically vital to advisers and their licensees that the persevering with schooling they’re finishing is accredited and rigorously assessed inside an academic framework.”
Based on 2022 knowledge, the digital modules within the Monetary Adviser content material have been accomplished practically 325,000 occasions – that’s up 15% over the earlier yr. The library additionally has practically 26,000 subscribers throughout Australia and New Zealand.
This demonstrates advisers’ need to degree up their technical data, with a deal with moral behaviour and rising areas reminiscent of 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 had been the three hottest digital modules, which Knight stated was unsurprising on condition that the present persevering with skilled improvement commonplace 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 specialists 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 may even be increasing on our vary of specialist brief programs, whereas providing advisers extra alternatives to be recognised for the persevering with schooling they’ve accomplished via digital badging and micro-credentials.”
The Kaplan Skilled chief stated it additionally made “good sense” to make use of Ontrack as knowledgeable yr device.
“As Ontrack is already being utilized by our purchasers as knowledgeable yr device 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 stated.
“Embedded into the platform will probably be complete skilled yr plan templates and ‘methods to’ guides for candidates and supervisors. Content material within the library will deal with shorter, bite-sized studying items delivered via interactive digital modules, podcasts, and movies to greatest go well with a youthful viewers.”
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