New Year, New Goals: How to Create a CPD Plan

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 Professional Development (CPD) is essential for maintaining your competitive edge and delivering the best service to clients.

However, it’s no secret that CPD can often feel overwhelming and sadly seen as a chore. Between client meetings, research, and administrative work, many financial advisers struggle to find time to dedicate to their professional growth. This is where a well-structured CPD plan can make all the difference.

In this article, we’ll explore how you can create a CPD plan that keeps you ahead of the curve in 2025.

Why is Planning your CPD Important?

CPD isn’t just a regulatory requirement; it’s your gateway to staying relevant in a rapidly changing industry. Whether it’s understanding new tax regulations, improving your technical knowledge, or sharpening your cybersecurity skills, CPD ensures you’re always ready to offer the best advice to your clients.

But beyond regulatory compliance, a proactive approach to CPD helps you:

Stay up-to-date with industry changes: Financial regulations and best practices are constantly evolving. Regular CPD ensures you’re never caught off-guard by new laws or guidelines.

Increase client trust and satisfaction: Clients rely on you to provide accurate, informed advice. Ongoing CPD demonstrates your commitment to their financial well-being.

Boost your career prospects: By expanding your knowledge base and skill set, you position yourself for growth opportunities within your firm or industry.

Check out our Get CPD Ready guide where we include five easy steps to follow to help keep you on track and ahead of the curve.

Take action…

Creating a CPD plan for 2025 doesn’t have to be overwhelming. By assessing your current knowledge, setting SMART goals, managing your time, and using a reliable CPD platform like AdvanceCPD, you can stay ahead of industry changes and provide the best possible service to your clients.

Make this the year you prioritise your professional growth and set yourself up for success with a comprehensive CPD strategy.

By following the steps in the guide, financial advisers can ensure they are prepared for the challenges and opportunities that 2025 brings, while making the most of the resources available through our AdvanceCPD platform.

To learn more about AdvanceCPD you can visit the website at https://advancecpd.co.uk/ or if you would like to see how it all works, click here to schedule a demo with a member of our team.