CPD for Investment Managers

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The CPD challenge for Investment Managers

Under the Retail Distribution Review (RDR), all individuals that give investment advice to retail clients must undertake a minimum of 35 hours of Continuing Professional Development (CPD) per annum (of which 21 hours must be structured).

Investment Managers must evidence this CPD, and show that it is relevant to the individual and their job role, in order to obtain a Statement of Professional Standing (SPS) from an Accredited Body. Without this SPS, a Investment Managers will be UNABLE to continue advising clients after 2012.

Developing a relevant and commercially meaningful CPD programme in-house involves a great deal of time and effort: sourcing appropriate subject matter experts, learning research and design, potential investment in the technology infrastructure needed to deliver the learning and, last but not least, the diversion of valuable resource from other key responsibilities.

How CTP can help . . .

To help firms meet the CPD challenge set by the RDR, CTP have designed a range of flexible CPD solutions that can be tailored to the specific needs of your organisation and people.

We can bring to you a CPD solution that:

Is all set up for you and ready to use
Is tailored to the needs of your business
Allows you to choose from a range of delivery mechanisms, such as E-learning, Podcasts, Face to Face training and a monthly on line financial sector update tool
Can either supplement an in-house CPD offering or replace the need for an internal programme altogether
Provides learning relevant to the individual and the role that they undertake
Allows the individual to measure their achievement against the learning
Records each activity and stores the results at individual adviser level

To discuss your CPD requirements in confidence and at no obligation with one of our experts please call us on 020 3170 5779 or email mailto:cpd@ctp.uk.com?subject=CPD.

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Corporate Training Partnerships Ltd, London Office: 60 Lombard Street, London, EC3V 9EA. Tel: 0203 1705779
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