Your centralised retirement proposition (CRP)

We've developed CPD learning to help take your business forward.

Accredited CII modules online

Completion of the Adviser Edge modules will help you implement a CRP that suits your business and your clients:

  • Meets clients’ needs
  • Maintains a sustainable business
  • Increases your knowledge
  • Evidences ongoing, accredited training

Our modules are CII accredited and structured so it gives you a valuable online learning experience. Modules are easy to follow and we’ll email you with a personalised certificate showing your CII accredited time after you’ve completed each module to evidence your learning. You’ll also have access to module resources straight away.

Why adopt a CRP?

Best practise from the industry and the USA (where a similar system has operated for 20 years) suggests a framework that provides a consistent approach to investments, withdrawals and tax.

A framework that every business needs - helping to develop scalable, repeatable and consistent processes that reduce risk and cost.

Your challenge: Increased volumes Increased risk

3 steps to learning your CPD accredited modules

Identify

Answer some questions about your role and business so that we can provide you with the correct modules

Learn

Choose the right module and get started

Claim

your CPD certificate when you submit your completed module to us

Do you have a Standard Life face-to-face account manager?

No

Yes