CPD

In a new series, we ask advisers what steps they are taking to become RDR-ready.

The issues surrounding the new professionalism requirements

The role of professional bodies in the run-up to RDR

As the first broker has sat, and passed, the new Association of Medical Insurance (AMII)/Chartered Insurance Institute (CII) IF7 examination, AMII has announced plans for an advanced version.

Advisers will need to complete a minimum of 35 hours of relevant CPD each year, according to the FSA's latest Retail Distribution Review paper.

Richard Howells, intermediary sales director at Zurich UK Life, looks at how adviser firms can use RDR qualifications as a business asset rather than a chore.

IFAs should wear "neutral" colours in client meetings to reflect their independent status, the FSA proposes.

The IFP CEO on bespoke learning models for adviser training

An Institute of Financial Planning (IFP) event worth a total of eight CPD points is taking place in Manchester city centre on 11 March.

The RDR, in its current guise, will likely lead to both a drop in adviser numbers and product purchases, according to recently-formed lobby group Adviser Alliance. So it has put together its own, alternative, RDR...