You need to complete a minimum of 35 hours of CPD each year for retail investment activities, of which 21 hours should be structured. If you also sell insurance, the 15 hours required by the Insurance Distribution Directive (IDD) can be included in that.

Putting protection on the wealth agenda

Join Gregor and Fiona as they delve into the importance of protection in financial planning. Learn about the main protection risks customers face and how to safeguard their financial resilience.

Auto-enrolment

Consumer Duty

Contributions, annual allowance and tax relief

General

McCloud Remedy