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...
Dec 19, 2024 | Learning Resources
Reflecting on Your CPD Progress As the year comes to a close, it’s prime time to reflect on your CPD and set goals for the upcoming year. Evaluating your progress can help you understand what you’ve learned, identify knowledge gaps, and set a clear direction for...
Aug 28, 2024 | Learning Resources
There are three key differences between the AF4 and PCIAM: structure, syllabus, and technique. Structure AF4 is comprised of three unseen case studies, and short answer questions about them which are typically answered using bullet-points. Question 1 is worth 80...
May 2, 2024 | Learning Resources
Whichever source material you are going to use for your professional qualifications study, two things are pretty clear… 1. The material is going to be technical 2. It is also going to be substantial This means that you are going to have to...
