Currently, this is one of the questions we are most often asked.
The trouble is, there are different sources of opinion. At the end of the day, we believe that it is the regulator’s opinion that counts and this is what the FCA say:
- Structured CPD is an activity that uses material or activities that are designed to achieve a particular learning outcome.
- As with unstructured CPD, it is capable of being independently verified.
- Structured learning activities include: participating in seminars (web based or in person); lectures; conferences; workshops; courses; and completing appropriate e-learning.
- For a minority of activity, it might also include structured, educational reading, where quality reading material has been produced to meet the required learning outcome.
- The activity should require a contribution of thirty minutes or more of the adviser’s time.
- It does not include carrying out research on products and services for your client.
Read more here.
New Content Integration with Binary Capital
Doug McFarlane Suitability 2018, 2025, Binary Capital, Content Integration, content management, EU, FCA, Integration, Investment, ML, PI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Binary Capital to provide our customer firms with access to the following: A description of their service […]