Continuous professional development (CPD) hub

Accredited CPD for you and your business

We understand how important it is to keep knowledge and skills up to date. Our CII/PFS accredited modules will help you demonstrate your continued learning and development on topics which matter to your business and your advice.

All our modules are written and delivered in a clear and understandable way and focus on translating the detail into what it means for you and your clients.

Just select the module which best matches your learning needs and begin earning valuable CPD hours. There is no need to complete it all in one go - you can dip in and out as you like and pick up where you left off.

After you’ve completed the module and answered the related questions, we will email your certificate highlighting the accredited learning for your CPD record.

Your challenge: Increased volumes Increased risk

Tax and retirement planning

Pension funding

These modules will help you understand how much your clients can pay in to their pensions and what factors may restrict funding.

Pension funding modules

Lifetime allowance and protection options

These modules will help you understand how much your clients can save in to their pensions and what protection options are available if they expect to exceed their lifetime allowance.

LTA & Protection modules

Pension transfers

These modules will help you understand the rules around pension transfers, how transfer values are determined and the key things to consider before transferring pension benefits.

Pension transfer modules

Personal taxation

These modules will help you understand how your clients’ income, gains and estate are taxed.

Personal taxation modules

Investment bonds

These modules will help you understand how investment bonds are taxed in the hands of your individual, trust and corporate clients.

Investment bonds modules

ISAs, unit trusts and OEICs

These modules will help you understand the rules on tax incentivised savings and how your client’s savings will be taxed.

ISA unit trusts and OEICs modules