The Insurance Distribution Directive (IDD) requires everyone selling insurance to do at least 15 CPD hours per year. If you already need to do 35 hours of CPD each year for retail investment activities, these 15 hours are included in that.

Our CPD hub is fully accredited by the Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance institute (CII).

The Family Tree - Intergenerational planning

Over the last 10 to 15 years, we’ve seen a period of asset generation; from strong investment performance, growing property portfolios to first time buyers utilising help to buy schemes. As we now enter a period of asset preservation, how can financial advisers support clients to retain their financial resilience and ability to pass wealth onto future generations?

Earn 60 minutes of CPD.