For UK financial advisers, firms & networks

Your learning.
Your judgement.
On record.

Bring your CPD together in a record that shows what you learned, why it mattered and what you intend to do with it.

Structured reflection. Your decisions documented.
An Evidence Pack you can keep.

No account, no access code, nothing saved.

Get the founding-member launch offer →
For the professional. For the firm. For the record.

Explore openly. Join the pilot.

See what your CPD could become.

The learning previews and sample records are public. New accounts are currently available by invitation.

Explore the learning library

Your own professional record

Request pilot access or use your invitation code to create an account.

Pilot access

Already registered? Sign in

01 / The approach

Good learning deserves
a considered record.

A webinar, course or article is the beginning. CPDreflect helps you turn it into a written reflection and an Evidence Pack that documents your contribution.

01

Bring the learning.

Start with your source material, write in your own words, record a professional discussion or import an existing register.

02

Make it personal.

Select the outcomes that matter, explain the development need and decide how the learning applies to your practice.

03

Keep the evidence.

Review the reflection, record your verification and export an Evidence Pack. Return to your commitments as the year develops.

AI-assisted when useful. Your professional judgement remains your own.

02 / The Evidence Pack

The reflection.
And its provenance.

The pack brings the written reflection together with the decisions recorded along the way. It distinguishes assisted, self-written, discussion and imported records.

Recorded choices and verification are described only where the underlying record supports them.

Explore a sample reflection & Evidence Pack

The guided demo uses synthetic material, makes no AI call and saves no data.

A documented contribution

Sample / synthetic

Illustration of the evidence recorded for an assisted reflection.

Learning outcomes selected3 of 5 presented
Development needs selected2 of 8 presented
Application actions selected3 of 9 presented
Follow-up commitments1 of 9 presented
Selections recorded14 June 2025 09:28 UTC
Reflection generated14 June 2025 09:32 UTC
Adviser verificationCONFIRMED
Record typeAI-assisted reflection

A record of stated decisions and verification. It does not establish competence or regulatory compliance.

03 / The wider picture

One activity.
A year of development.

Your My CPD home brings recorded hours, recent activities, development needs and follow-ups together. Keep source material and certificates with each activity, and return to the same record throughout the year. Compare progress with the target you enter, review gaps and prepare an annual portfolio.

Sample figures are synthetic. Targets are disclosed assumptions, not regulatory requirements.

04 / Firms & networks

Oversight with
the right boundaries.

See who needs attention and understand the reason. Firm and network views draw on the same records professionals keep for themselves.

The professional

Your record.
Your responsibility.

Capture learning, review reflections, follow up on commitments and keep your evidence together.

See the personal cycle

The firm

A clear view of
what needs attention.

Review recorded progress and named flags. Take a dated file copy for the training and competence record.

See the firm oversight view

The network

Perspective across
your member firms.

Review aggregate information and drill into member-firm status, with a stated reason behind each flag.

View the sample network

Supervisors see derived status, never reflection text or Evidence Packs. Members are told what is shared. Oversight summarises recorded activity; it does not assess competence or confirm regulatory compliance.

Register interest in a firm pilot

A practical consideration

What could a little
less admin mean?

Use your own figures to explore a possible time saving. These are assumptions, not measurements.

8.8Potential hours per year
£875Illustrative time value

Time value is not cash income or a guaranteed saving. Subscription cost is separate.

The founding-member launch

Join early.
Start with the offer.

We’re bringing our first group together before opening new paid subscriptions. Join the list for first access to the CPDreflect founding-member package.

Launch pricing and inclusions will be shared before you decide. No commitment today.

No payment now. No account needed. No obligation to buy.
We’ll email when the launch offer is ready. How we use your details

Before you begin

A few important
distinctions.

Is CPDreflect approved by a professional body?

CPDreflect does not claim approval, accreditation or regulatory compliance. You remain responsible for the accuracy of your record and for meeting your professional body's and firm's requirements.

Do I have to use AI?

No. You can write a reflection in your own words, record a professional discussion or import an existing register. The assisted workflow is available when AI is configured. The record distinguishes how each reflection was created.

Can CPDreflect be my CPD record?

Yes. My CPD brings together your activity register, recorded hours, reflections, evidence attachments, development needs and follow-ups. Record learning in your own words or with guided support, and import an existing CSV register with Premium. Use annual review to prepare your portfolio and Evidence Packs.

Can I use it alongside my existing CPD log?

Yes. Keep any log required by your firm or professional body. You can copy your reflection, download an Evidence Pack and export your cycle records from CPDreflect.

What does my supervisor see?

Supervisors see derived status, hours, dates and the reasons for flags. Where a flagged item needs explanation, they can see limited activity metadata. They do not see your reflection text, source notes, free-text follow-up actions or personal Evidence Packs.

Is the demo real customer data?

No. Every demo record is labelled SAMPLE / SYNTHETIC. The demo uses deterministic sample material, makes no AI call and saves no data. You can explore the guided reflection, annual cycle and firm or network oversight without an account.

How do I get help?

Email hello@cpdreflect.com for support, feedback or questions about the product. For an enterprise preview, contact mark@cpdreflect.com.

See the record for yourself

Start with the learning.
Leave with a clearer record.

Try the guided demo