Dacreed automates your FMA obligations, professional development plans, and CPD tracking — replacing spreadsheets and email chains with real-time visibility.
We don't upsell compliance services. We listen to what you need, then use Dacreed to make it as easy as possible.
Automate staff reminders, attestations, and real-time reporting.
Schedule professional development reviews, track CPD, and bulk upload group training.
One platform for policies, registers, training, attestations, and reporting.
Exception reporting and automated nudges create accountability, fast.
FAPs, institutions, lenders, insurers — 1 to 250+ people.
Explore →Governance, member compliance, and professional development.
Explore →Training delivery and compliance for providers.
Learn More →Templated compliance across your network.
Contact Us →Powerful tools that bring learning, compliance, and development together.
Live compliance status across your entire organisation. Surface gaps with exception reporting and automated alerts.
Automated CPD hour tracking with structured and unstructured activity support.
Access ready-made courses from trusted training partners.
Stay ahead of FAP requirements, licensing, and audits.
Assign training, track progress, manage development plans.
Build and publish training materials. Upload documents, create assessments, track completion — no developer needed.
From a free individual tool to organisational options with reporting and bulk recording.
Everything you need to record and manage your personal CPD as an individual.
Efficiently record, manage, and report on ongoing professional development for your team.
Stop chasing people by email. Dacreed surfaces gaps and sends automated reminders — compliance runs itself.
The Dacreed platform provides us with peace of mind when it comes to our compliance obligations. We've been using it now for over one year and find it incredibly easy and straightforward to use. The platform prompts us to have the necessary compliance conversations within the team that could otherwise have been avoided. The customer service has been amazing, and we thoroughly recommend Dacreed to any FAP that is looking at it.
Using one word — Empowerment. We empower advisers to own their professional development, with full visibility of their progress.
Our previous LMS was cumbersome. Dacreed changed all of that. We now have the visibility we never had.
Easy to implement, saves significant time. A brilliant platform with great oversight at a glance.
Dacreed prices on a SaaS model with options for every size of organisation. All licences are transferrable.
Professional & Essential licences for FAPs of all sizes. From $250 per user per annum.
View FAP pricing →Tiered licensing for networks from 0 to 3,500+ introducers.
View introducer pricing →Free for individuals. Business plans from $50 per user per annum.
View CPD pricing →From $795 per annum for 10 users. $295 setup fee.
View society pricing →Join New Zealand's leading financial services organisations already using Dacreed.