We appreciate the challenging times that everyone is going through at the moment. Nonetheless to meet the requirements of your role within the financial services industry, you will be expected to achieve and maintain a specific level of competence. To make you and your business more competitive, it is likely that you will be aiming to exceed these requirements.

We have spent a great deal of time over recent years developing several relevant CPD products to meet your requirements and have now created our Technical Training and Competence (TT&C) System, which includes:

Online CPD monthly notes and assessment Online core subject text based learning and assessment material for these 4 areas: Regulation, Investments, Protection and Retirement planning Additional regular 40 question assessments covering all four courses

COSTS
We are able to offer this system for a regular monthly fee of just £15 (including VAT) per user. The monthly fee will help you to spread costs whilst still gaining access to a highly informative and relevant set of CPD and assessment material.

Discounts are are available for multiple users, please contact us for more information, please also include a note of the number of users required.

ADDITIONAL INFORMATION

CPD monthly notes and assessment
The monthly online CPD update provides an online summary of all the important developments in the world of financial services. After reading the online summary you will be able to complete an online assessment to demonstrate your understanding. After taking each monthly assessment your CPD certificate will be updated with your score and 1.5 hours CPD time. There is a pass mark of 50% but if you fail you can retake the assessment. 

All your assessment results and incorrectly answered questions will be emailed to you so that you can keep a copy for your records.

Items are included each month under the headings: pensions, savings & investment, economy, taxation & trusts, protection, mortgages, compliance & regulation and miscellaneous.

Online courses
Four online courses that will enable you to understand key areas of:

• Regulation
• Savings and investment
• Protection
• Retirement planning.

For each course, material consists of:

• Sections of study notes containing several examples, and revision assessments for each chapter to help confirm your understanding.
• A 100 question final revision assessment that uses some of the chapter revision questions
• A case study incorporating 20 multiple choice questions
• Two final 20 question assessments based on the study material. Your assessment results and answers to any questions answered incorrectly will be emailed to you.

Full assessments
There will also be further 40 question assessments provided regularly. These include questions based on the learning outcomes for all four online text courses. Your assessment results and answers to any questions answered incorrectly will be emailed to you.

User and management information
It also includes a CPD certificate feature that shows training completed, assessment results and training time for each user.

We are also able to provide a full management reporting facility for firms with several users incorporating information on usage for all the firms users as well as assessment results.

If you have any question please contact us we would be delighted to hear from you.