Presentation on the need for CPD

Posted Jun 29, 2014

This news update covers:

  • Audiovisual presentation - The need for CPD
  • Award for CFP professional of the year
  • Free Panacea Adviser event - Converting social media followers to clients

Audiovisual presentation - The need for CPD
The need to undertake CPD activities has been a regulatory requirement for advisers within the financial services industry for many years. However, since the RDR and the implementation of its reforms, the carrying out of appropriate activities and providing evidence, not just of their execution but also their impact, has become much more important. This presentation covers how we can assist with finding appropriate CPD materials and activities.

Institute of Financial Planning launch award for CFP professional of the year
The Institute of Financial Planning has announced this brand new award for 2014. Wizard Learning have provided assistance with the technical assessment which is taken using our online assessment system. This award is only open to CFPCM professionals who are currently practicing within a UK based Financial Planning firm. 

The competition seeks to identify the CFP professional who can demonstrate the best combination of strong technical knowledge along with outstanding Financial Planning and communication skills. The winner will receive £1,000 in cash, access to Wizard Learning materials and a space at the ifp's Annual Conference and CFP Professionals’ Conference.

For more information on the CFPCM Professional of the Year Award see here.

The costs and contents of all our training modules can be viewed here.

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Wizard Learning Ltd

Provider of accredited online training and CPD system for financial advisers and financial services professionals

We are committed to helping you gain higher level qualifications and maintain this knowledge through effective continuous professional development.

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