Dashboard » News » Update on CPD Transfer to new platform

Update on CPD Transfer to new platform

As mentioned in the 22nd Oct Madison News we will transitioning across to a brand new Ontrack platform this month. We can now confirm that the transition to the new Kaplan Ontrack platform will occur on 25th November.

In preparation for this we need to ensure that all validations are completed, and all details are correct on the current system to allow for smooth transition. To facilitate this we ask that all external learning be uploaded into Ontrack and certificates sent to advice@madisonfg.com.au by COB Friday 13th Nov. Anything received post this date or without an accompanying certificate with be invalidated and will need to be entered into the new platform after it goes live on 25th November.

Thank you for your assistance in making this transition as seamless as possible.

In This Edition:

·         A note from Annick

·        Listed Security SMA Update

·         Upcoming Events & webinars

·         Investment Services Transition

·         Code of Ethics: FASEA releases updated draft guidance

·         Key Dates in Xplan

 ·         Setting up a referral arrangement

·         Kaplan professional Study Period 6

·         Government Stimulus for self funded retirees

·         Update on CPD transfer to new platform

·         FASEA update exam sittings for 2021

Go Back
Dashboard » News » Update on CPD Transfer to new platform

Update on CPD Transfer to new platform

As mentioned in the 22nd Oct Madison News we will transitioning across to a brand new Ontrack platform this month. We can now confirm that the transition to the new Kaplan Ontrack platform will occur on 25th November.

In preparation for this we need to ensure that all validations are completed, and all details are correct on the current system to allow for smooth transition. To facilitate this we ask that all external learning be uploaded into Ontrack and certificates sent to advice@madisonfg.com.au by COB Friday 13th Nov. Anything received post this date or without an accompanying certificate with be invalidated and will need to be entered into the new platform after it goes live on 25th November.

Thank you for your assistance in making this transition as seamless as possible.

In This Edition:

·         A note from Annick

·        Listed Security SMA Update

·         Upcoming Events & webinars

·         Investment Services Transition

·         Code of Ethics: FASEA releases updated draft guidance

·         Key Dates in Xplan

 ·         Setting up a referral arrangement

·         Kaplan professional Study Period 6

·         Government Stimulus for self funded retirees

·         Update on CPD transfer to new platform

·         FASEA update exam sittings for 2021

Go Back