A range of articles and presentations related to CPD, training and exams for financial advisers.
You’ve done your CPD, but are you competent? R01 Top Tips for success R02 Top Tips for success R03 Top Tips for success R04 Top Tips for success R05 Top Tips for success
Achieving diploma status (audiovisual) Apprentices – trainee financial advisers AF1 Personal Tax and Trust Planning: study requirements AF4 Investment Planning: study requirements AF5 Financial Planning Process: exam requirements AF5 Expected Solution Package (audiovisual)
CPD compliance and benefits of the CPD system CPD worth doing CPD FAQs Finding appropriate CPD materials (audiovisual) CPD guide (PDF) CPD must be more than a tick-box exercise CPD recording tool CPD system – content details CPD system – compliance view Compulsory CPD: make the most of it
Diploma and advanced diploma exam requirements Enhanced Diploma Package How CPD can improve the bottom line Identifying and recording structured CPD (audiovisual) Learning to Learn – free learning skills courses ‘R’ you doing the right CPD? R06 Financial Planning Practice: exam requirements R06 Expected Solution Package (audiovisual) Tax tables (PDF) Which CPD camp are you in? (audiovisual)
