Your all-in-one solution for continued professional development (CPD) for financial advice professionals

A modern and dynamic learning management system has been customised specifically for the needs of financial advice providers and financial advisers.

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What We Offer

Our members can sign up to Ontrack curriculum for their continued professional development. This modern and dynamic learning management system has been customised specifically for the needs of financial advice providers and financial advisers. It provides our members with an effective solution to the new regime’s compliance obligations for continued professional development and record keeping.


Current and timely CPD content released twice a month via interactive digital modules 

Content Library

Purpose-built content library with high-quality, original and unbiased technical content 


Wide variety of multimedia formats such as podcasts, videos and micro-learning pieces 

CPD logs

Sophisticated recording, tracking and monitoring tools to maintain precise CPD logs 


Set multiple training plans for a 12-month professional development plan 

For FAP's

Comprehensive monitoring and reporting capability to FAPs/groups and individual advisers 


FAPs’ ability to add bespoke content and requirements to their members 

Tools and Webinars

Access to all Financial Advice NZ webinars and tools 

Up to date

Information on relevant product providers’ courses 

This is a great solution if there are more than two financial advisers in your FAP.

Register to see the benefits on how to use OnTrack.

FAQs about CPD and professional development

Q: How does Ontrack work? 
A: Our Ontrack platform will provide you with all user information and can set up company training if required.  Each month, new professional development modules are added on technical, regulatory, and best practice for financial advisers. You can chose from a standard development plan or tailor your own. Your Ontrack modules are automatically recorded, and we can help you set it up, so your external development is also recorded.

Q: How much does Ontrack cost? 
A:  The new Ontrack professional development programme is complimentary as part of membership. There are limited places for the release of the LMS, and users that are not active will be removed. Depending on usage and uptake, there may be a fee next year and in subsequent years.

Q: How do I sign up for Ontrack Professional Development? 
Register here to get started. Please be aware there are limited spaces, so we may review your registration if it is inactive.

Q: When will I get my login details for Ontrack? 
You should receive your login details within 10 working days of registering for Ontrack. However, many people receive these within a week. If you have not received your login details, or your login has expired, email us to be sent a new login. 

Q: What happens if I don’t sign up for Ontrack? 
A: You will still receive CPD certificates for Financial Advice New Zealand run events via email within 10 working days of the event. For those who are using Ontrack, certificates will not be emailed as you can run a report within the platform that details your CPD hours. 

Q: Can I watch recordings of webinars? 
A: Yes, you can either watch these on Ontrack and they will be recorded as unstructured learning. Alternatively, you can access them through your member portal but will need to self-record this in your CPD log. 

For any other questions, please don’t hesitate to get in touch. We’re happy to help.