Many roles within financial services now have a requirement for CPD. In fact, most firms and the regulators would agree that it is paramount for anyone working in the industry to complete a certain level of CPD to remain competent in their role. Advice Matters is an effective and accessible resource through your LMS solution, to provide 4 hours CPD per year towards your agreed target.
With up-to-date regulatory and technical knowledge, Advice Matters can positively impact your ability to do your job and can give your company a sustainable and competitive advantage.
Typically, you are required to complete CPD annually if you:
- Advise and give recommendations on certain products within finanical services;
- Deal with and oversee financial service products;
- Manage investments;
- Operate in a Senior Manager or Certified Individual role.
What you get with Advice Matters
With new editions released every 4 months, Advice Matters helps you to understand the broader financial service sectors – not just the one you work in. Each edition includes:
- Regulatory updates – Keeping you informed of the changes to regulations that effect your work practices.
- Technical knowledge – Aspects of technical knowledge are addressed to keep you up to date, enabling you to have better conversations with your clients.
- Skills based topics – Articles to help you be confidently capable and competent within your job role.
- Testing and verification – Each edition comes with an assessment based on the publication that will evidence that you have developed your knowledge and skills to accredit the CPD.
- Alignment to the ApEx standards – Each edition provides a summarised review, demonstrating the learning outcomes and standards covered.
Accredited for CPD by
In partnership with
