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 online fees portal
Lisa Cross Compliance 2021, FCA, Register
The FCA is launching a new online invoicing portal on 12 April 2021 for users to access their invoices and arrange payment of their fees. Firms should continue using the existing invoicing online portal for now but this will no longer be available after 31 March 2021. There will be no portal available until the […]