It is June, and for many advisers, CPD is one of those things that starts the year with good intentions and quietly falls behind. The challenge is not usually motivation — it is finding training that feels relevant, fits around client work, and actually addresses the areas where competence, knowledge, and skill need strengthening. 

Why a mid-year check matters now more than usual 

The Code of Professional Conduct was updated in late 2025. NZCFS (Level 5) Version 3 now reflects those updated expectations. For existing advisers, this means the bar for what counts as current competence has shifted. CPD completed under the old framework may no longer fully align with what is expected. 

Three questions to ask yourself 

Does your CPD plan reflect the updated Code expectations? 

Are you tracking structured and unstructured CPD in a way you could evidence if asked? 

Have you identified specific areas where your knowledge or skill may have gaps? 

How to close gaps before December 

Practical advice: prioritise areas where the updated expectations differ most from prior practice. Consider structured programmes that map directly to the updated Code, rather than ad hoc training. 

Many advisers are already using the mid-year point to re-baseline their CPD against the updated Code, rather than discovering a shortfall in December. 

Strategi Institute’s Closing the Gaps programme is designed for exactly this — a structured way to identify where your competence, knowledge, and skill may need attention, and to address those areas efficiently. For advisers who want a broader CPD platform, Radar provides flexible access to modules that align with the current expectations. Both are designed to help you get to December in a strong position.

Explore Closing the Gaps →

Questions about your CPD obligations? Talk to our team.