How many hours of CPD do you need?

Completing and evidencing your Continuing Professional Development (CPD) is a requirement for every financial adviser.

The Financial Conduct Authority (FCA) says:

“Advisers will need to complete a minimum of 35 hours of continuing professional development (CPD) each year for retail investment activities, of which 21 hours should be structured. If you carry out other retail activities, such as mortgage advice or managing funds, you will need to carry out CPD for that activity as well.”

FCA provides NEW guidance on maintaining CPD

Although Covid19 has forced many of us to rethink how we continue to operate remote working has increased for those able to adapt.  The FCA have therefore provided an update on how to maintain your CPD while being furloughed or working remotely.  You can read more about this update by clicking on the link below:

How can we help?

Continuing Professional Development is just as important for your future career potential in the financial sector just as much as passing exams was early on in your career.  Effective and consistent CPD is an essential part of maintaining professional standards providing your clients and employer with the reassurance that, as a financial services professional, you continue to maintain and develop your knowledge and skills.

Our Masterclasses have been written and designed by professionals for professionals. They are an immersive online experience. Each class includes extensive pre-recorded video content, downloadable pdf’s, online quiz and a CPD certificate.  The videos are viewable at any time, and they can be paused, fast-forwarded, and re-watched as many times as you’d like.

We also offer the Regulated Retail Investment Adviser Re-evaluation (RAR) course which covers the following areas:

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

Our course is suitable for all qualified professionals that operate within retail investment and want to review their existing R01-5 knowledge. You can view the course details by clicking on the link below:

[Click here for our RAR course]