Professional Qualifications
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CPD Top Up
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We offer structured learning CPD top up on the core subjects: Financial Services, Regulation & Ethics, Investment Principles & Risk, Personal Taxation.
As well as gap-filling on specific advice activity: Securities, Derivatives, Financial Protection, Pensions & Retirement Planning
Module length and content can be tailored to individual circumstances and qualifications held.
CTP is an Approved Gap-fill Provider for CISI members and the only provider accredited for the full range of qualifications - PCIAM, IAC, LSE, Masters in Wealth Management.
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Experience Counts
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For details of Experience Counts, the new alternative to exam based qualifications for RDR, click here.
CTP have developed a menu of flexible and meaningful CPD solutions to help firms meet the RDR requirements. For further information click here.
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Qualifications in financial services are increasingly important for those who want to succeed. Higher level examinations and minimum hours of CPD will be required for those in the financial advice and private clients investment management areas to obtain an annual Statement of Professional Standing (SPS). CTP provides clients with the support their people need.
For details of our insurance exam support, please click here.
For investments please read on . . .
The period 2009-2012 will see thousands of advisers in all sectors, from stockbrokers to bancassurers, taking more challenging examinations that at least meet the QCA Level 4 standards. (To explore the RDR qualifications requirements in details visit our dedicated website at
www.rdrtraining.co.uk.)We can support advisers through:
CISI Certificate in Private Client Investment Advice & Management (PCIAM)
CISI Investment Advice Diploma (IAD)
CII JO and RO examinations
CIOBS Diploma in Investment Planning for existing and new advisers.
We have helped many people to pass first time and the candidates we support consistently achieve a percentage of distinctions, merits and passes that is far above the average.
At our exam support and revision events you will not be lectured to in a large hall. Rather you will experience:
- Small class sizes: you will receive personal attention and individual support
- Expert tuition: we insist all our exam tutors are not only excellent trainers but also have experience of the advised market and have themselves achieved the level of qualification they teach or higher.
- Flexibility and expertise: we will find the right approach for you.
We offer a range of options according to the intensity of study required, the speed with which people to achieve the qualification and the level of personal study they can undertake.
Your choice of approach depends upon a number of factors: how many people are to attain the qualification, what balance of home study and tuition is needed, how quickly they must pass and, last but not least, cost.
Talk to us about your needs. We can help whether you have 2 people or 2,000. Call us on 020 3170 5779 or email enquiries@ctp.uk.com.
Download our Examination Support brochure here.
| Intensive study programme |
A fully tutored programme covering the whole exam syllabus. This is ideal for people who respond better to face to face learning rather than reading text. It is also appropriate when passing the examination quickly is important. This approach rarely fails to produce a first time pass. |
| Revision workshops |
Specifically designed for those who have been unable to devote sufficient time to pre-examination study and who require a boost to both their knowledge and examination technique before sitting the examination. Normally a 1 or 2 day event. |
| Exam practice |
Essential for those who have no recent examination experience and require assistance to apply their knowledge effectively in exam conditions. Candidates will take our specially designed mock papers (under invigilation if desired) and receive full examination style marking and expert feedback. Attending this event increases the likelihood of a first time pass considerably. |
““The review of our T&C scheme carried out by CTP really tested our controls and showed us how to make the approach more efficient in a practical and business focused context.”
- Liz Cameron, Head of Direct Sales Compliance, Scottish Widows
“Very timely, excellent content, covered a lot in a short time.”
- by Nicky Christofides, Head of Compliance at GE Money
“CTP provided us with a versatile range of training services from e based testing to technical modules and skills training for our advisers and sales management. They work quickly to satisfy deadlines and think creatively to achieve sustainable results.
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- Ian Lockhart, Sales Operations Director, Scottish Widows
“I would recommend this event on Understanding Insurance Accounting to anyone new to the insurance industry whether or not they are proficient in financial accountancy.
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- David Statham, Group Internal Auditor, IGI Insurance
“Role play situations really helped to put the theory of the course into an understandable context that I could relate to.”
- Countrywide
“An excellent industry focused overview of the subject pitched at the right level for all attending. We took value from the day as a team.”
- Barclays Insurance Services Ltd
“Good structure, content and pace of learning”
- Group Compliance Manager, Clarke Roxburgh
“An excellent all round briefing with detail and in depth exploration where necessitated”
- Tim Sierwald, Audit Manager, Assurant Solutions
“The session really made me think about the how to apply the theory of Risk Based Management. Lots of great thought provokers and break out sessions were extremely useful.
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- Anna Mansbridge, Business Quality Technician, Allianz Cornhill
“We commissioned CTP to undertake a competency review. They listened well, spoke our language, took time to understand our needs and provided a workable solution in a cost effective manner.”
- John Moffatt, Compliance Director, Riverstone
“Pitched at appropriate level with good mix of tell and activity based learning”
- Legal & General
“A difficult subject communicated effectively and in a relaxed manner. Thank you.”
- S J Fisher, Managing Director, Colemans
“CTP have a thorough understanding of the "regulation" … but more importantly the ability to … translate it into company process efficiently and with the minimum of fuss.”
- John Constable, Head of People Development, JLT Risk Solutions Ltd
“A very succinct and highly knowledgeable explanation and presentation of the subject”
- Duncan Howorth, Managing Director, JLT
“CTP very quickly got to grips with our requirements and tailored the course to meet our needs. We had a fantastic dialogue going with our management group. ”
- MD, Assurant Solutions
“CTP's training gave me a vital opportunity to consider the Arrow 2 process and has given me a head start in preparing for this important business event
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- Simon McCulloch, Business Development Director, Countrywide
“The trainer had superb knowledge of our company, our industry, the regulator and communicated in 'plain English'. There was no jargon. An excellent day!
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- Ceara Joyce, Head of Risk with Profits, Legal and General
“I found this event of great benefit. Trainer is fantastic. One of, if not the, best courses I have ever been on. Thank you so much.”
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“This was fantastic - I would not hesitate to go on another of these courses in the future. Thoroughly recommended. Very good -knowledgeable & approachable”
- Harsa Charman, Liverpool Victoria
“Excellent course, useful practical tools given”
- Co-operative Bank
“Essential event for anyone attending an FSA ARROW visit meeting”
- James Cooper, Financial Controller, Locktons
“Very knowledgeable course leader who used his practical experience well.”
- By Derek Wood, Compliance Manager at Skandia UK
“Useful consideration of the compliance function in the round. Some good reminders and food for thought to help benchmark where our complaince function is.”
- By David Lingwood, Group Compliance Officer, IGI Insurance Co Ltd
“Corporate Training Partnerships have carried out two major projects for us involving consultancy, project work and training of a group of our managers. We were very happy with the results of their work which are standing the test of time.”
- Karen Martin, HR and Communications Director, Britannic Assurance
“I would strongly urge senior managers in the insurance industry to attend this course which really prepares you for FSA interviews.”
- Paul Williams, regional Managing Director, Folgate (Towergate)
Corporate Training Partnerships Ltd, London Office: 60 Lombard Street, London, EC3V 9EA. Tel: 0203 1705779
Milton Keynes Office: Suite 1:20, Second Floor, Norfolk House East, 499 Silbury Boulevard, Milton Keynes, Buckinghamshire, MK9 2AH Tel: 01908 488170