Topical CPD workshops


"Goes beyond the box-ticking exercises to explore areas of real value to my clients and business." - James Craw, Your Financial Planning

Do you:

  • Want to be sure that your valuable time spent developing or maintaining your competence is put to the best use?
  • Do you need content that challenges your thinking at a level well beyond basic?
  • Want to get yourself well on the way to meeting 21 hours of structured CPD?

We can help you easily map out your CPD ensuring you meet the requirements of your accredited body in order to renew your SPS.

Our programme of CPD workshops offers a combination of learning styles around key topics designed specifically for Financial Planners and Paraplanners. The content mixes practical application as well as technical detail. With over five hours of structured CPD in each workshop, combining them is an effective and easy way to meet your 21 hours of structured CPD, as is required to maintain your SPS.  They’re also ideal if you’re preparing for advanced Financial Planning qualifications such as CFPCM certification as the learning outcomes are designed to meet the standards. They’re also particularly appropriate for existing CFPCM professionals or Chartered Financial Planners.

Each workshop will be a combination of presentations and interactive case study sessions where you will work through one or more case studies in groups, feeding back and discussing the issues raised.

Workshop Where/When
Investment Planning Tue 1 Dec (London)
Practice Management (compliance) Tue 3 Nov (London)
Paraplanner (exclusive) Wed 18 Nov (London)

You can be confident that you will meet both regulatory and professional development requirements from the workshops which are designed to provide genuine business ideas that will help you to continue to add real value for your clients.

All bookings are now being made through the CISI, please email to make your booking.