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 ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Editor's View: The consolidation news keeps on coming

Editor's View: The consolidation news keeps on coming

The editor's Friday Night Takeaway from 19 April

Hope Coumbe
clock 19 April 2024 • 1 min read
IFAs must grasp gender differences to grow female client base

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

Jenna Brown
clock 17 April 2024 • 2 min read
Editor's View: Is all this talk of bonds giving you whiplash?

Editor's View: Is all this talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read