CPD

*New Knowledge Hub Coming Soon*

Exciting times ahead as we are currently working on a PTS Knowledge hub where you can share knowledge, insight and best practice.

Expert Pensions started their journey towards developing learning opportunities that are accessible for everyone.   Delivering consistently with purpose and passion, we aim to provide our customers with high quality learning and development solutions allowing you to excel in your professional life.

CPD from Expert Pensions

Regulated Retail Investment Adviser Re-evaluation

Our bespoke, time efficient and cost effective course is designed to test the knowledge of advisers and other relevant staff.  Our course includes video tutorials, subject specific testing via an online quiz and auto-generated CPD certificates.

The assessment course includes the following areas:

  • Regulation and ethics
  • Investments
  • Personal taxation
  • Pensions and retirement planning
  • Financial protection

Regulated Retail Investment Adviser Re-evaluation (RAR)

Masterclasses

Our Masterclasses will power up your career and future-proof your business by focusing on key topics.  Designed to connect you, your clients and your business this is not about ticking a box, this is to develop your technical and practical understanding of subjects and products that you discuss with your clients.

Adviser based learning and knowledge relevant to your profession, which we are expert in and where we know we can add value.  We currently have five Masterclasses available covering Pension Transfers, Drawdown & Retirement, IHT, Investment Bonds and AA & LTA (NHS case study).

Each Masterclass includes:

• Short video modules
• Downloadable PDF’s
• An online quiz
• Auto-generated CPD certificate (4 hours structured CPD)

Expert Pensions Online Course

Pension Transfer Masterclass

Expert Pensions Online Course

AA & LTA (NHS Case Study) Masterclass

Expert Pensions Online Course

Investment Bonds Masterclass

Expert Pensions Online Course

Drawdown & Retirement Investment Proposition Masterclass

Expert Pensions Online Course

IHT Masterclass