How to focus CPD on a seldom used activity


From 1st October last year firms who undertake insurance activities in relation to insurance based products (IBIPs) which include bonds, pure protection, general insurance activities, as well as insured pension contracts are, under FCA Requirements, required to include in their T&C Scheme the need to undertake a minimum of fifteen hours professional training or development per year for insurance based products. The scope includes all staff involved in insurance distribution such as advisers, supervisors, and also the person responsible for insurance intermediation. This can be either structured or unstructured CPD, and this can be incorporated within the annual CPD requirement…

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About Author

I am a highly-versatile and forward thinking management professional with a history of successful delivery across more than thirty years’ in the Financial Services Industry. Core skills include assessing, training, coaching, process design and implementation, specialising in people, processes, and procedures within a Training & Competence or Learning & Development framework. Periodic writer for T-C

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