Insurance & Financial Advisor CPD

Digital CPD certificates for insurance & financial advisors

CPD cycles repeat every year. So do audits. TRUE helps insurance brokerages, financial advisory firms, and CPD training providers issue blockchain-secured CPD certificates that hold up under regulatory scrutiny — instantly verifiable, fully branded, and automated through your existing LMS.

Built for regulated CPD

CPD isn't a nice-to-have for insurance distributors and financial advisors, it's a recurring regulatory obligation. EU IDD requires 15+ hours of CPD per year. UK FCA, Australia's ASIC, and US state regulators run their own variations. Every cycle creates a new evidence trail your compliance team has to defend. Most teams still rely on PDFs, spreadsheets, and inbox screenshots, that breaks the moment a regulator, a senior auditor, or an acquiring firm asks for proof.

Blockchain-secured

Each CPD certificate is written to blockchain, so it can't be quietly edited, backdated, or reissued after the fact.

eIDAS compliant

Aligned with EU electronic identification and trust services standards for compliant digital evidence.

Instantly verifiable

Anyone can confirm authenticity via QR code or verification portal, without contacting your team.

On your own domain

Certificates live on the issuer's domain, not TRUE's, so the audit trail points back to you.

TRUE doesn't promise we satisfy IDD, MiFID II, FCA, ASIC, or any other named regulation, that's between you, your compliance officer, and your regulator. We do say TRUE supports the evidence side of those obligations: tamper-proof issuance and frictionless verification.

How it works for brokerages and advisory firms

CPD programs follow a predictable rhythm. TRUE plugs into that rhythm without forcing a new platform on your trainers or learners.

Connect your LMS

TRUE integrates with Canvas, Moodle, and Learnster. A 5-endpoint REST API covers anything custom.

Trigger issuance automatically

When an advisor completes a course or hits an annual hour threshold, your LMS calls TRUE. Certificate issued in seconds.

Deliver on your domain

The advisor receives a branded certificate page on your own domain, not a generic PDF, not a TRUE-branded link.

Verify instantly when audited

Compliance officers, regulators, or M&A teams scan the QR code. Credential, issuer, and timestamp display immediately.

Use cases across insurance and financial services CPD

TRUE supports the full range of CPD documents distributed firms typically issue.

IDD-aligned CPD certificates

Annual hour evidence for EU insurance distributors operating under the Insurance Distribution Directive.

MiFID II knowledge & competence

Records for investment firms and advisors operating under EU markets-in-financial-instruments standards.

AML & counter-terrorism financing

Recurring refreshers for advisors and back-office staff. Bulk issuance keeps annual programmes practical.

Ethics & conduct training

Sensitive topics where evidence matters most. Tamper-proof records show what was completed, by whom, and when.

Mortgage broker continuing education

State, national, and EU programmes. Verifiable evidence for licensing boards and renewal cycles.

Pension & retirement planning

Specialist credentials for advisors handling long-horizon products that require ongoing competency proof.

Wealth management firm credentials

Internal expertise tracks issued at scale across advisors and investment teams.

Industry association CPD programmes

For bodies running multi-firm training and accreditation. Centralised dashboard for consistent issuance.

Why blockchain matters for CPD evidence

Blockchain matters because of what it gives a compliance team under pressure.

No "did somebody edit the date?"

Once issued, the record can't be altered. Issuance timestamp, issuer identity, and credential fields are locked in on-chain.

No "find the email from 2024"

The credential is permanently retrievable via its link or QR code. No file servers to search, no inboxes to dig through.

No "we lost the file in the migration"

The evidence isn't tied to your file server, your LMS vendor, or any single system. The blockchain record is independent.

No "is this certificate real?"

Verification is public, instant, and doesn't depend on your team being available. Auditors verify themselves in seconds.

TRUE writes documents to established blockchains (Ethereum, AVAX, Fantom, Polygon). Recipients and verifiers don't need to know anything about blockchain to use the certificate, they just click a link or scan a code.

PDF CPD certificate vs TRUE CPD certificate

What changes when CPD evidence is automated and audit-ready.

CapabilityPDF CPD certificateTRUE CPD certificate
Tamper-proofEditable in any PDF toolBlockchain-anchored, immutable
Regulator verificationManual check, slowQR or URL, seconds
Annual hour trackingSpreadsheet reconciliationStructured metadata per certificate
Lives on your domainNo domainYes, branded URL on your firm's domain
LinkedIn-shareableStatic image, low engagementOne-click Add to LinkedIn
Renewal automationManual reissuing each cycleREST API + LMS integration
M&A due diligenceInconsistent file sharesPermanent, public, verifiable
Long-term verifiabilityRecords degrade as firms change systemsPermanently verifiable on-chain

CPD obligations aren't going away. Make the evidence as durable as the obligation — from the moment of issuance, forever.

Features compliance teams actually use

CPD evidence is judged by your compliance, audit, and risk functions. TRUE is built around what those teams ask for.

Immutable audit trail

Issuance timestamps, issuer identity, and credential fields are locked in. No edits, no backdating, no missing evidence.

eIDAS compliant

Relevant for EU-regulated entities working under common trust standards. Aligned with electronic identification and trust services.

Cyber Hygiene Certified

TRUE's own security posture is independently certified by OneMore Secure. We work to the same standards we help our customers prove.

Custom branding on your domain

Keeps your firm's identity in front of advisors, recipients, and any third party that verifies a credential.

Engagement analytics

See when, where, and by whom certificates are opened or shared. Useful for renewal nudges and engagement reporting.

Bulk and API issuance

Issue annually, quarterly, or per-event without manual work. The REST API handles thousands of certificates in one workflow.

500K+
Documents secured
200+
Organisations
15+
Countries

Trust signals like Bolagsverket (Sweden's government registration authority, working with TRUE on government blockchain initiatives) and SSF (a regulated industry authority) underline that TRUE is built for environments where the evidence has to stand up. See how the same approach works for digital credentials in regulated industries.

Frequently asked questions

Common questions from brokerages, advisory firms, and CPD providers evaluating digital CPD certificates.

Does TRUE satisfy IDD, MiFID II, FCA, or ASIC CPD requirements?

No platform can claim it "satisfies" a named regulation, only your regulator can decide that. TRUE supports the evidence side of those regimes by providing tamper-proof, instantly verifiable proof of issuance with an immutable audit trail.

Will our existing LMS work?

If you use Canvas, Moodle, or Learnster, TRUE integrates directly. For other systems, the REST API has 5 simple endpoints, most engineering teams ship the integration in days, not months.

Are TRUE certificates legally valid?

TRUE provides secure, verifiable digital documents and is eIDAS compliant within the EU's electronic identification and trust services framework. Legal validity in any specific use case depends on your jurisdiction and internal policies, confirm with your compliance counsel.

Do certificates live on TRUE's domain?

No. TRUE supports custom branding on the issuer's own domain, so CPD certificates appear as part of your firm's brand, not ours. That keeps the audit trail pointing at the actual issuer.

How tamper-proof are the certificates?

Once issued, each certificate is written to blockchain and can't be edited. PDFs can be altered with free tools, a TRUE certificate cannot. That's the practical difference for an auditor.

Can advisors share their CPD certificates?

Yes. Recipients get a shareable verified link they can post on LinkedIn, include in proposals, or pass to a new employer. Verification is public and permanent.

What about data residency and privacy?

TRUE is a Swedish company headquartered in Stockholm, operating under EU data protection standards. The TRUE Cyber Hygiene Certification (by OneMore Secure) is one of the security signals we publish.

How fast can we go live?

Pilot programs typically run on dashboard or email-based issuing within days. Full LMS-integrated automation depends on your stack, but most CPD providers are issuing live certificates within a few weeks of starting.

Make CPD evidence audit-ready

If your firm issues CPD certificates to insurance distributors, financial advisors, mortgage brokers, or pension specialists — make the evidence as durable as the obligation.