26th May 2021

Maintaining your knowledge with our CPD system

How do Wizard Learning address the T&C rules for advisers?

Well the short answer is that you must undertake a knowledge and skills gap analysis and then create a training plan that addresses these whilst also ensuring all knowledge and skills are kept up to date, record all this and make sure the CPD requirements (at least 35 hours) and the ‘competent employee’ rules are not only met, but can be proven!

The relevant rules are contained in the High-level TC Sourcebook in the FCA Handbook, underlining how central these are to the FCA core objectives.

See here for more details and costs

CPD, Learning & Development

Registration

Free Registration and CPD

M&G: Trusts School – Remaining Sessions

There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.

How to invest in bonds (60-minute CPD)

Build your practical knowledge of bonds with insights into how the market works and the different ways to invest. Evaluate the options available and learn how to compare different investments.

Navigating rates (60-minute CPD)

Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investor’s portfolio.

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