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 protection CPD hub is fully accredited by the Chartered Insurance institute (CII).
The Family Tree - Intergenerational planning
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?
The impact of the cost of living crisis
In this webinar, we explore the results of our third independent cost of living survey of consumers in the UK, together with research carried out with advisers in relation to their clients and the impact of the cost of living crisis.
The cost of dying crisis
In this webinar, we consider the implications of not having cover in place and a range of tools and ideas to help clients understand the importance of protecting their home, their family, and their lifestyle.
Business health check
In this webinar, Shelley Read our Senior Intermediary and Development manager will show you how to analyse your protection business to ensure it’s performing at its best.
How to nail that menu conversation
In this webinar, our Protection Development and Technical Managers, Shelley Read and Gregor Sked, will take you through key steps that’ll help you to nail your menu conversations.
The business protection opportunity
This webinar takes a closer look at business protection, what it is and why your clients who are self-employed or directors of an SME should consider it.
The business owner – planning for a catastrophe
In this webinar we'll highlight the rise in business owners and discuss some of the implications in terms of the need for financial planning.