Since 1st January 2013, continuing professional development (CPD) has taken on new importance. All regulated financial advisers are now required to undertake 35 hours of CPD each year in order to retain their Statement of Professional Standing (SPS). At least 21 of these hours must be ‘structured’ and all should be ‘relevant’ to the adviser’s role. Putting together a meaningful and relevant programme of CPD can put considerable strain on in-house resources, requiring careful planning and significant time to build.

How can Fortica help?

We can design, produce and deliver a bespoke and relevant programme of CPD for your firm, taking into account the skill-set and training needs of your people. Our approach includes:


– As much or as little CPD as you want – either linking in with your own work or providing it all for you

– Detailed training needs analysis

– Discussion and liaison with in-house subject matter experts

– Consideration of the most appropriate medium for delivery

– Fully bespoke content build

– A range of delivery options (from webinars, through train the trainer to full classroom delivery)

– Where relevant, tie-in to further examinations…

– Provision of individual evidence of CPD completed for each adviser


For more information or to discuss how Fortica can help you, please contact us or call on 01908 686629