Which describes you?
Accrue records what you read, watch and attend as you go, keeps the evidence with it, and has your record ready when you are asked for it.
Financial adviser, licensee or compliance team
Your CPD record across the regulated CPD areas, and the licensee view for responsible managers and compliance staff.
For financial advisers →Tax agent or accountant
Your CPE record against the TPB requirement, with your institute record kept alongside it.
For tax agents →BAS agent or bookkeeper
Your CPE record, whether or not you are a registered BAS agent.
For BAS agents and bookkeepers →Something else
Paraplanners, fund managers and other non-advising roles keeping a CPD record.
For other roles →