Upon reflection: Effectively recording adviser development and learning

Documenting CPD can really pay dividends

clock • 4 min read

Keeping proper records of CPD learning can pay dividends for advisers, writes Tom Hegarty. Here he explains why 'reflective statements' are more than just a philosophical exercise...

I've written at length before about what a wasted opportunity it can be for advisers to consider the attainment of CPD as nothing other than a box-ticking exercise. I have a similar feeling when I talk to advisers who view recording and evidencing their CPD as just a means to an end; they need a record in order to renew their Statement of Professional Standing which, in turn, allows them to keep trading and so on. However, I believe that properly documenting CPD gained can really pay dividends to not only an individual's ongoing learning and development but also the way in which they ...

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