Jump to content
  • 0

CPD


NewLink

Question

Hi All,

 

Who are you using or how are you logging your CPD?  We are a 3 person Broker office and each have over 25yrs experience but I appreciate we have to complete Min. 15hrs of CPD per year and that this has to be submitted to FCA.

 

The outsourcing companies seem to charge a fortune and so any recommendations?

 

Steve

Link to post

1 answer to this question

Recommended Posts

  • 0

Hi Steve

We use RWA Aviva Development Zone to undertake training modules which also logs our CPD and we can produce reports from this if needed. This does obviously come at a cost. I am not sure if we need to submit any information to the FCA though as I don't get directly involved in this side of things.

Clare

  • Like 1
Link to post

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Posts

    • There will be issues whichever way - so you need to pick the right way for you at get it right first time.   In short - and from experience  on both sides - I'd say transfer now to your server, as separate branches. This may involve some logistics for connectivity (I don't know your set-up) but on the face of it - is better than running multiple servers and multiple business processes. You'll thank yourself in the long run   Moving / migrating / transferring / consolidating to one branch - on the same server - is far, far easier to manage once the data is on one platform. Trust me on this.
    • We were thinking to merge on our system but can well foresee a few issues 🙂  
    • not to any great extent so this shouldn't be a problem but thanks again  
    • Sorry Sandra - Are you planning to merge the branches on THEIR system - or merge and migrate to your server?   The first is as everyone has said above - the latter is potentially a whole new world of complexity - x 10!
    • Just thought, do you/they use Open Attach?
×
×
  • Create New...