Hartley Financial places high importance on our Advisers undertaking appropriate Continuing Professional Development (CPD) training.
Our Advisers complete the minimum training requirements (40 hours a year), in order to remain up to date and compliant with current policy and procedures.
Our training year is from 1 July to 30 June. Through CPD training, Advisers gains knowledge in areas such as technical competence, client care and practice, regulatory compliance and consumer protection, as well as professionalism and ethics.
David meets with our team on a quarterly basis to review the quarters training and set training needs for the next quarter.
