This CPD Strategy is Like “Netflix For Financial Advisers?!” | Redmill Advance

Think about it like Netflix, but for CPD. That's how David Tait, of Redmill Advance, describes the platform he's built for financial advisers, back on this week’s episode to talk through it.  Rather than static articles followed by a handful of multiple-choice questions, the platform's content is genuinely interactive: cards to flip, embedded videos you have to engage with, and many tests to work through along the way, specifically so advisers actually retain what they've studied rather than just logging hours. Firms can also automate the rollout of mandatory training across the year, spreading modules like AML, TCF, and whistleblowing training out on a schedule rather than leaving it to individual advisers to remember, a separate but equally practical piece of what the platform handles. Most advisers treat their annual CPD hours as a box to tick, something to squeeze in whenever there's time, often right before the deadline. David Tait sees that as backwards. His actual advice is to commit to three or four hours a month, every month, aiming each session at whatever gap in your knowledge is most relevant to the clients you're currently working with, rather than treating all 35 hours as one undifferentiated pile to clear at the last minute. David also talks through who actually uses the platform, a genuinely wide range, from four or five person practices right through to some of the largest financial services organisations in the UK, including SJP, Quilter, and Openwork. Larger firms tend to take the fully white-labelled version, everything branded in their own name, while smaller firms typically use the Redmill-branded platform instead, with the same content and reporting tools underneath either way. Key takeaways from this episode: - Why David compares his platform to Netflix, and what that actually means in practice - Why Redmill Advance's content is built to be interactive rather than a standard read-and-answer format - How firms can automate the rollout of mandatory training like AML and TCF across the year - Why David tells advisers never to cram their CPD hours at the end of the year - What a good monthly CPD strategy actually looks like - Why the true purpose of CPD is staying sharp for clients, not just hitting a number of hours - What size firms actually use the Redmill Advance platform, from small practices to major UK names - The difference between the white-labelled and Redmill-branded versions of the platform This episode is for financial advisers who treat CPD as an annual scramble, and for firm owners and compliance leads evaluating whether their current training setup is actually working. Learn more about Redmill Advance at redmilladvance.com.  **Financial Planner Life is sponsored by** Redmill Advance Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered. ✅ Trusted by top UK firms **👉** www.redmilladvance.com/fpl Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning.  Reach out to **sam@financialplannerlife.com** in regards to sponsorship, partnerships, videography or podcast production.  **Want to appear on the Financial Planner Life podcast? Drop Sam a message.**