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Uploading Continuing Professional Development (CPD) documents in our new online platform

As an adviser you are required to complete 20 hours of Continuing Professional Development (CPD) in each licensing year. While you can keep your plans and records in your own systems, some prefer to maintain them online.

1. To upload CPD documents, navigate to your profile page from the dashboard.

A screenshot of the IAA adviser portal showing the Dashboard page. There is a pink arrow pointing to the adviser name and licence number under “My Portfolio.”

 2. Click “Lodge General Document,” and then “CPD Document.” This will bring you to a screen called “Lodge General Document."

A screenshot of the IAA adviser portal showing the adviser’s licence details page. “Lodge general document” is highlighted. The dropdown option “CPD Document” is highlighted.

3. Under “Document type,” select the correct option.

A screenshot of the IAA adviser portal showing the Lodge General Document page. In the field “Document Type,” the dropdown options “CPD Plan” and “CPD Verification Record” are displayed.

4. If you select “CPD Plan,” you will see the following screen:

A screenshot of the IAA adviser portal showing the Lodge General Document page. The fields “CPD Plan,” “Learning Needs,” and “Planned Activities” are displayed.

5. If you select “CPD Verification Record,” you will see the following screen:

 A screenshot of the IAA adviser portal showing the Lodge General Document page. The fields “CPD Verification Record,” “Date,” “Activity type,” “Hours spent,” “Activity,” and “Reflection” are displayed.

6. Complete the details, upload your document, and click submit.

 

 

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