May 6, 2025 | Learning Resources
From Technical Knowledge to Soft Skills: Why a Holistic Approach to CPD is Essential When financial advisers think about CPD, they often focus on technical knowledge—staying updated on tax regulations, investment strategies, and financial products. While these areas...
May 6, 2025 | Learning Resources
The Evolution of Financial Technology The financial sector has become increasingly digitised, not to mention the rapid advancement of AI. Advisers rely on technology to manage client portfolios, perform analysis, and communicate with clients. However, with this shift...
Feb 26, 2025 | Learning Resources
Why balancing CPD and daily client responsibilities is essential As a financial adviser, balancing your Continuing Professional Development (CPD) with daily client responsibilities can be challenging. Between managing portfolios, client meetings, and administrative...
Jan 20, 2025 | Learning Resources
The challenge of keeping up with regulatory changes: How CPD helps you stay compliant The financial industry is one of the most heavily regulated sectors. For financial advisers, staying on top of regulatory changes isn’t just best practice – it’s a...
Jan 2, 2025 | Learning Resources
How to Create a CPD Plan That Keeps You Ahead in 2025 As we welcome 2025, it’s the perfect time for financial advisers to set professional goals for the year. With new regulations, changing client expectations, and evolving technologies, staying on top of Continuing...
