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.



Financial Resilience Survey – General Insurance
Michael Senior Compliance FCA
The FCA Financial Resilience team has clarified the intention behind the data requested in their survey in relation to Question 2b. Question 2b, Please provide how much of your cash inflows advised in 2, is ‘contractually committed’. The online FAQ, gives the guidance … “We want to identify how much of your estimated cash inflow […]