Guest CPD Events

CPD Events

Every quarter we run CPD events for T&C people- whether they are responsible for policy or scheme design or operational delivery and support – all are connected through T&C. We aim to help maintain your competence and develop your expertise.

CPD events start at 10.30am and finish by 4pm to give you the opportunity of traveling to the event and back on the same day.

At each CPD we guarantee to facilitate two developmental sessions.  The topics can be on regulation or best practice.  Take a look at the list below to gain an insight into the topics covered over the recent past.

The CPD events are held at different locations throughout the UK .  Normally there are 2 sessions per quarter.  The first focuses more on personal financial planning/wealth management aspects of T&C and best practice.  The second more on Mortgage and General Insurance aspects of T&C and best practice.

Our CPD events are often attended by guest speakers to further add to the benefits of the events we run.

Take a look at the calendar on the home page to see when and where the next CPD events will be held. To book a place please call or email us using the contact us details provided.

All delegates will receive copies of any presentations used in case they wish to run sessions with their colleagues/teams back at work

We offer discounted prices to attend CPD events to our 'Privilege' Members. Privilege Members can bring guests along for free (4 per year) and  also access the CPD Events archive.


CPD Events

 



PFP & WEALTH

REGULATIONS

BEST PRACTICE

CP09/31 RDR

CPD APPROACHES FOR PROFESSIONAL BODIES

ARE YOU READY FOR THE RDR

DIFFERENCE BETWEEN COMPETENCE AND EXCELLENCE

RDR –T&C IMPLICATIONS

SUPERVISOR RISK WAVE 

TCF CULTURE

CPD BEST PRACTICES

GOVERNANCE & ETHICS

ADVISER CHARGING

BANKING CODE 

CPD BEST PRACTICE

L4 EXAM STRUTURE

ROUTES TO DIPLOMA

RDR –BRAVE NEW WORLD

WORKING WITH T&C THROUGH A RECESSION


MORTGAGE & GI

REGULATIONS

BEST PRACTICE

CP09/31 RDR

CPD APPROACHES FOR PROFESSIONAL BODIES

CP09/31 PURE PROTECTION

DIFFERENCE BETWEEN COMPETENCE AND EXCELLENCE

CP10/2 APPROVED PERSONS MORTGAGES

SUPERVISOR RISK WAVE

DP09/03 MORTGAGE MARKET REVIEW

CPD BEST PRACTICES

 

BCOBS

SALARY SURVEY RESULTS

CP09/18 RETAIL DISTRIBUTION REVIEW

OBTAINING QUALIFICATIONS FOR COUNTER STAFF 

PPI CONSULTATION

BRINGING T&C SCHEMES TOGETHER

PPI REVIEW

HOW T&C IS PERCEIVED IN YOUR BUSINESS 

T&C MPBR

SUPERVISORS SELLING

  CPD

WHERE IS THE RIGHTB PLACE FOR T&C TO SIT