Morningstar's Anastasia Georgiou on how to bump up your knowledge base.
Getting the right qualifications in preparation for RDR is the single biggest concern advisers have ahead of its introduction, according to a recent survey by financial services market research company Investment Trends. For advisers, gap-fill is akin to continuing professional development (CPD). The change, under RDR, is that it will be a requirement to log a minimum of 35 hours’ CPD, of which 21 hours must be structured. Furthermore, the detail of an adviser’s CPD will be measured, monitored and audited to ensure compliance with the FSA’s requirements, thus creating a burden of proo...
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