In line with the RDR raising professionalism requirements, CPD will be a major part of demonstrating adviser competence.
Qualification gap fill
- With many advisers already on the way to achieving QCF Level 4 in line with the RDR requirements, there will still be gaps to bridge
- Qualification gap fill can only be used where an appropriate level 4 qualification is already held (such as the CII's Diploma, AFPC etc)
- Not only does level 4 need to be achieved, the correct subjects are also required to demonstrate an apprioriate level of knowledge for a holistic financial planner
- Holders of historic exams will have some gaps in the topics that need to be tested
- These gaps can be bridged by either sitting the appropriate exam or by qualification gap fill
- For more information on what qualification gap fill you need, contact the examining body that you hold qualifications with
Ongoing CPD
Completing a qualification is a key way of gaining the knowledge and skills you need to support your current job, and to help you to develop your career. However, learning doesn’t stop there. The need to keep your knowledge and skills up-to-date has never been so important.
CPD is any activity that is relevant to your ongoing professional development. This may be activity that develops your career, helps to keep your knowledge up to date or simply supports your role as a professional in the financial services industry. The RDR has proposed 35 hourse of CPD per annum, with 21 hours being structured.
Speak to your T&C department for more details on how CPD is applied in your role.