At Ecompli, we know that many Brokers actively complete training, but sometimes the documentation of this learning can be overlooked. To make it easier, all our newsletters include a convenient link at the bottom that our clients can click to notify us when they’ve read the article. This automatically sends us an email, allowing us to log the activity on a CPD record for them.
We also record any training we deliver during our compliance visits, helping our clients build a robust CPD history. However, it remains important that firms keep track of any other relevant training you complete, such as:
- Lender or insurer meetings covering product updates
- Industry articles or publications related to your role
- FCA bulletins detailing regulatory changes that affect you
- Seminars, webinars, or training sessions attended internally or externally
- One-to-one coaching or role-specific training
Remember, if you’ve learned something relevant to your professional responsibilities, it counts towards your CPD.
Maintaining an up-to-date CPD record is not only a regulatory expectation but a key part of meeting the FCA’s Consumer Duty. It ensures you remain knowledgeable and competent, enabling you to provide fair, clear, and suitable advice that puts your customers’ best interests first. By regularly updating your CPD, you demonstrate your commitment to continuous improvement and delivering good outcomes for your clients.
