CPD Essentials is a complete, user-friendly adviser
learning and development tool. It is simple to use, and all
delivered online, on-demand.
Available for a single annual fee of £75 +VAT, with no hidden
extras, this provides you with 12 months unlimited access to the
full adviser Continuing Professional Development (CPD)
|CPD Essentials provides:
- 35 hours of relevant CPD content
- Covers RDR level 4 learning outcomes in full
- Satisfies the SPS CPD requirement
- Additional monthly updates
- Online, on-demand access
- Automatic recording of CPD undertaken
- The option to record activity undertaken outside CPD
Purchase CPD Essentials
*Notes: CPD Essentials is
not suitable for users of Financial ASSESS as the same technical
learning content is present within both.
If you currently use the CPD
planning and recording tool available to PFS members please read
the FAQs for further information, as there is currently no
functionality to migrate information between CPD Essentials and
35 hours* of relevant CPD content developed specifically to meet
the needs of advisers.
Split across six key subject areas:
- Financial services, regulation and ethics
- Investment principles and risk
- Personal taxation
- Pensions and retirement planning
- Financial protection
- Financial planning practice
There are 28 individual e-briefing
programmes. These provide concise, current, straightforward
guidance on each subject area.
* Note: the actual number of hours that
it would take to complete all the available learning via CPD
Essentials will vary in practice according to the experience and
ability of the user.
Additionally, each month you will gain access to an update,
providing a round-up of any recent changes across the six subject
areas, to ensure you are kept fully abreast of market
This content is all created and maintained by subject experts,
this provides the latest key information needed by advisers,
quickly and without fuss.
A self test facility to allow you to gauge your knowledge as you
progress with your CPD.
Following completion of each e-briefing you can undertake a
short pre-set test covering the key learning points. These
typically comprise between 10 and 20 multiple-choice questions
depending upon the e-briefing in question and are drawn from a bank
of more than 2,000 questions.
This will indicate any gaps in your knowledge, in turn
highlighting areas that you need to brush up on using the learning
content provided in CPD Essentials.
Planning and recording tool
CPD Essentials includes a planning and recording tool, enabling
you to create a plan for your learning.
Crucially, it automatically records time spent using CPD
Essentials in a format suitable for FCA* and CII/PFS CPD compliance
The record includes clear guidance on the amount of CPD
undertaken, including a split between structured and unstructured
so you know what you still have to do to achieve compliance.
And any additional CPD activity you may undertake outside of CPD
Essentials can be recorded to give you a single collated complete
*Note: if you are a member of an accredited body other than
the CII, we recommend that, prior to purchase, you confirm that
they will recognise for CPD compliance purposes learning undertaken
via CPD Essentials.
Require further information?
Contact us with
details of your CPD Essentials enquiry, including your name and
telephone number, and we'll call you back.
Alternatively, call CII Customer Service on +44 (0)20 8989
Take a tour of the CPD essentials via the
How to access CPD Essentials
Registered users can access CPD Essentials at www.cpdessentials.cii.co.uk