While advisers may be getting qualifications and gap-fill out of the way now, they will soon have to focus on continuing professional development (CPD).
From next year, firms will have to make sure their advisers meet the retail distribution review (RDR) requirement to complete a total of 35 hours CPD, 21 of which must be 'structured learning', annually. Here, the Chartered Institute for Securities & Investment (CISI) has detailed how one large firm has successfully implemented a CPD scheme, which hopefully will provide some inspiration...
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