CPD process

CPD is more than a box ticking exercise. Our CPD scheme reflects the requirements of the Financial Conduct Authority (FCA) for CPD to be relevant to your role. If you are a Retail Investment Adviser, you need to ensure that you are maintaining your knowledge and skills in the FCA’s QCF Level 4 Exam Standards as well as keeping abreast of any new developments.

In addition, you need to follow (and demonstrate that you have followed) the required CPD process on an annual and ongoing basis:

  1. Identify your learning needs
  2. Identify and carry out suitable CPD activities to meet those learning needs
  3. Record and review those activities, and reflect if learning needs have been met or not
  4. If not, identify other suitable activities to meet the outstanding learning needs.

CPD online takes you through this process. 

Login to CPD online

Download our CPD provider manual