How to get your Continuing Professional Development (CPD) organised
How to get your Continuing Professional Development (CPD) organised
22 MAY 2023
All FAPs and those who provide financial advice must comply with Code Standard 9 relating to keeping competence, knowledge, and skill up to date. This places additional obligations and work on the FAP and its advisers – but it doesn’t have to be arduous as long as you are organised.
The key is to:
- Have a 12 month plan for the training to be provided.
- Make sure the plan includes tracking.
- Have the right training solution to make CPD as easy as possible to access and complete.
Get your free copy of the CPD handbook
Strategi Institute has developed the CPD industry bible called ‘Financial Advice: Continuing Professional Development. The complete handbook 2023’. This contains all the information you need to develop your professional development plan and CPD log. It also has a helpful template and example of a recommended professional development plan. Download a free copy.
The Strategi Institute team is happy to handle any specific queries you may have regarding subscribing to Radar, developing CPD modules for your FAP and certifying your CPD. Contact us with any questions.