Your Heffron experience is about to get a whole lot better.

You’ll be able to sign into Heffron online and access our full suite of services through one secure gateway, using multi-factor authentication ensuring privacy, security and compliance.

We’re making it easier than ever to access everything Heffron has to offer, all in one place. From event registrations to managing your fund administration clients, everything you need will be at your fingertips.

All your information – from communications with our team to managing your account – will be consolidated in one easy-to-use platform. You’ll have the tools to manage your team’s learning and development, including CPD tracking, course progress reports, group event registrations, course enrolments, and much more.

We’ll wrap your new Heffron experience in our technical know-how to serve up the services and support you need, and leave out the things you don’t. We’re excited to bring you new features that will further enhance our ‘customer first’ strategy, regardless of how little or how much you choose.

Multi-factor authentication (MFA) is important because it adds a critical extra layer of security to systems. When you sign in, the system first checks your password, then prompts for a second factor - a code generated by an authenticator app. Because an attacker is unlikely to have both your password and access to your physical device, MFA significantly strengthens overall security and helps protect your account from cyber threats.

Yes. The Heffron Platform is fully responsive and can be accessed on mobile devices. However, for the best experience—particularly when navigating features or completing more detailed tasks—we recommend using a desktop or laptop, where the platform is smoother and easier to use.

As part of joining the Heffron Platform you will automatically have a personal account created. Use your personal account for any individual purchases.

Individual purchases are specifically for you, and these will carry with you as you move throughout your career into new roles and companies. Individual purchases cannot be reallocated to another user once purchased.

Business Team purchases mean you can manage event tickets and product licences across a team. You’ll have the ability to assign tickets and licences, reallocate licences, track team CPD and make purchases on behalf of your colleagues if you have appropriate permissions assigned.

If someone leaves your business and they have a ticket to a Heffron event or a subscription, you can easily transfer that ticket or licence to a new staff member.

Once you’ve created an account in the Heffron Platform and signed in, navigate to the left-hand menu and select Teams > All Teams.

Here you can create a new team to help manage business team purchases. Name your team then set a billing name and email address. Invoices for any purchases will be addressed to your billing team name and emailed to your chosen billing email address. You can update these details at any time. For more information on how to set up your team, check out our handy video tutorials below.

A licence provides access to an event, subscription, or product. This may include an event ticket, access to the Super Companion, or enrolment in an education course. Licences can be assigned to team members, revoked, and reassigned as needed.

As a general rule, if you are paying for the licence yourself and will be the only person using it, purchase the product through your personal account.

If your business or employer is paying for the licence, or if you need the flexibility to assign, revoke, or reassign the licence to different team members, the product should be purchased through a business shared team.

Heffron’s new platform allows you to view and download your CPD certificates on demand. From the Platform dashboard under the Learning and Professional Development menu, click “CPD Tracker”. Here you can set your annual CPD goal, see all education badges you have earned or are working towards and view and download CPD certificates for events and courses completed on the Heffron Platform.