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[become a member] 30 July 2010
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CPD

Continuing Professional Development (CPD)

Maintaining your knowledge, skills and professionalism is a crucial part of being a Financial Planner. The IFP’s CPD programme will support (and sometimes exceed) the requirements of your firm’s training and competence scheme. You will be expected to prepare a personal development plan and undertake appropriate CPD activities to support this plan. As a result, consumers can be sure that when they are working with a planner who is an IFP member, they are committed to maintaining the highest professional standards.

What areas does CPD cover?

CPD is essential to develop your expertise within your individual role, and to help you maintain that edge throughout your career.

CPD activities can cover each of the following areas:  
  • Professional standards and compliance
  • Technical knowledge
  • Personal development
  • Practice Management

To find out more on the IFP CPD scheme:

 > Download the CPD Brochure

The IFP CPD Online Platform

The IFP has developed a free online CPD system for members to record CPD activity, set personal development plans and select relevant CPD accredited events.

CPD online consists of two linked sections each of which is designed to help members with their professional development.

  1. The Course Searcher enables you to search and book courses, workshops and other structured CPD sessions that meet your learning or development needs. 
  2. The CPD Log is the online platform which allows you to record, review and report your own CPD activity in a simple and user friendly way.

The course searcher has a range of events and courses from a number of different course providers these include:

  • Dimensional Fund Advisers
  • Frontier Capital Management
  • Institute of Financial Planning
  • J P Morgan Asset Management
  • Man Investments
  • Suffolk Life
  • The Kinder Institute of Life Planning
  • Think Feel Know
  • threesixty services

To find out more about the system:

> Download CPD User Manual

> Visit CPD Online

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CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

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