Our CPD core advice tool enables finance professionals to revise and verify their knowledge on a selection of topics. Current chapters are:

  • Structure of the UK financial services environment
  • The need for protection - determining the facts
  • Investment trusts
  • State pension benefits
  • Trusts and Wills

After reading each chapter you can take an assessment to demonstrate your knowledge. On completion of each assessment your results and feedback will be emailed to you. In addition all your results and CPD time will be recorded on your CPD certificate, which you can print at any time. The pass mark is set at 70% for each assessment and if you fail you will be allowed one retake of the assessment. On average each chapter will take 40 minutes to read and complete the assessment.