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Centralised retirement propositions

Published  19 November 2020
   60 min CPD

In this webinar, Ryan explores the intricacies of centralised investment proposition (CIP) and centralised retirement proposition (CRP) frameworks.

CPD learning outcomes - 60 minutes

  • Recognise the FCA’s concerns about retirement income advice
  • Develop an understanding of the relationship between the PROD rules, centralised investment propositions (CIP)s and centralised retirement propositions (CRP)s
  • Identify the various components and processes within a CRP
  • Understand how a CRP approach can deliver robust client planning.

What's covered

  • Centralised investment proposition (CIP) and centralised retirement proposition (CRP) frameworks and their relationship with the PROD rules
  • How the financial planning community has been adopting and integrating these models within formal advice processes.

 

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion.

Check your knowledge

To gain your CPD certificate answer the following questions.

1. How many investment pathways have the FCA announced from the Retirement Outcomes Review?
2. Which of the following is not a theme from the FSA's 'Assessing suitability' finalised guidance from 2012?
3. What is a CRP?
4. Who is responsible for reviewing the effectiveness of the PROD rules?
5. Which of the following IA sectors had its rules suspended in 2020?

CPD certificate details

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