Revolutionising CPD Compliance with Knowledge Shop and HubSpot

Case Studies

Revolutionising CPD Compliance with Knowledge Shop and HubSpot

Narrate this article

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Industry

Financial Services

About the business

Knowledge Shop is a prominent financial advising firm in Australia, specialising in providing training for accountants and financial advisers.

Project Timeline

~6 months

Integrations

In-House LMS to HubSpot

https://www.knowledgeshop.com.au/

Knowledge Shop provides accountants and financial advisers with training and resources to stay compliant, current, and competitive. With CPD points essential to maintaining professional licences, they needed a modern solution to replace outdated systems and give members a simple, accurate way to track training progress.

The problem

CPD management was fragmented and inefficient. Members had to juggle multiple systems, manually track points, and wrestle with complex access structures. Answers to compliance questions were often scattered or uncertain, creating risk for professionals and inefficiencies for organisations.

Problem 1:

Training was split across on-site sessions and a clunky online system, with no centralised platform for tracking points.

Problem 2:

Membership benefits were hard to access, with unclear permissions limiting users’ ability to get help from consultants or content tailored to their role.

The Solution

Engaging.io built a fully integrated Learning Management System (LMS) that consolidated CPD tracking and training into one central hub. Integrated with HubSpot, it delivered real-time updates, simplified access structures, and added consultancy features—all tailored to Knowledge Shop’s unique business model.

The Strategic Plan

The Implementation

Centralise & Automate

Enhance Membership Value

Build Flexibility for Growth

Centralise & Automate

Built a fully integrated LMS inside HubSpot, bringing all training data into a single, reliable source of truth.
Enabled real-time updates on CPD points via the HubSpot portal.
Replaced fragmented, manual processes with an automated system to reduce administrative load.

Centralise & Automate

Built a fully integrated LMS inside HubSpot, bringing all training data into a single, reliable source of truth.
Enabled real-time updates on CPD points via the HubSpot portal.
Replaced fragmented, manual processes with an automated system to reduce administrative load.

Enhance Membership Value

Embedded a feature allowing members to submit up to 10 private questions per month directly to consultants.
Connected training with expert support to transform the LMS into a professional advisory platform.
Improved perceived membership ROI by enabling real-time consultancy access.

Build Flexibility for Growth

Designed flexible permission structures at both organisational and individual levels.
Simplified access for varied roles—from Super Admins to entry-level members.
Allowed users to import CPD completed outside Knowledge Shop, creating a complete, portable development record.

The Implementation

The LMS was developed as the backbone of Knowledge Shop’s training system. We integrated it with HubSpot to capture live updates on CPD points, giving members full visibility of their compliance status in one portal.

Access structures were simplified through HubSpot permissions, with segmentation at both organisational and individual levels. This ensured that content was only shown to the right people—whether Super Admins or individual advisers—while maintaining flexibility across complex organisations.

A consultancy module was added, allowing members to submit up to 10 confidential questions a month directly through the LMS. This enhanced the value of membership by embedding expert access directly into the platform.

Finally, the LMS was designed to let professionals import training from outside providers. This flexibility created a complete compliance picture for individuals and reduced onboarding complexity for firms bringing in new staff.

The Impact and Results

Knowledge Shop’s LMS has redefined CPD training management in Australia:

Centralised CPD tracking with real-time updates, eliminating manual records.
Streamlined membership management, improving retention and reducing admin complexity.
Enhanced member experience with direct consultant access and personalised support.
Flexibility unmatched in the market, allowing professionals to carry CPD points across employers.

By positioning themselves as the only provider with a fully integrated LMS on HubSpot, Knowledge Shop has carved out a competitive edge. They’ve transformed CPD compliance from a chore into a seamless, user-friendly experience.