Want some CPD?!

The FSA has stated: "The RDR professionalism rules bring in a new requirement for advisers to undertake a
minimum of 35 hours CPD each year, 21 of which needs to be structured."

FSA CPD Requirements

There are a number of sites popping up that are offering free CPD.

Aviva Financial Adviser Academy - The first provider to offer such a tool.
FT Adviser Gym
Money Marketing CPD

In addition to this I am sure that companies will offer structured CPD from time to time either on a F2F basis or over a web conference. For example, I have run investment seminars over an afternoon in various locations. Subject matter includes Multi Asset Fund solutions and an Economy update.


Update - Found another one!
Asset TV
The videos you view are logged and you can use this to gain knowledge but also fill some CPD time requirements.

New Thinking - Behavioural Science

We all know that RDR is just around the corner and with this comes a number of changes to the way that advisers are remunerated. My previous blog showed some of the technology available to gain new clients and retain existing ones, but how do you go about writing things in a way that influences your clients?

With Behavioural Science you can improve your business outcomes, specifically when it comes to speaking/writing to clients about charging. It can help you:

• Understand key behavioural triggers.
• Adopt certain behaviours yourself.
• Better phrase and deliver communications to clients.

Take a look at the following site from Aviva. The site and guide can help assist you in various ways in which you can present your services and your charges in ways that helps your clients understand the true value of financial advice.

'New Thinking'