UK Workbooks

CPD Workbooks for Financial Advisors

Our series of Continuing Professional Development (CPD) Workbooks are comprehensive, modular, self study Workbooks for financial advisors. For a comprehensive overview of each Workbook, including the number of CPD hours each represents and how to order, click on the respective titles below.

Each Workbook contains content specific to the Workbook title plus questions and answers on each chapter. When each Workbook is completed, the advisor has the option of writing a non-qualifying exam on the content, with results given within 5 business days. Exam certificates are issued to those who successfully complete the 70% passing requirement.

The Purpose of our Workbooks

• Broaden and deepen the financial advisor's general knowledge with respect to the specific Workbook title.
• Meet the advisor’s Continuing Professional Development requirements as effectively as possible.

These Workbooks are different and better, for CPD purposes, from Workbooks focused solely on passing a particular qualifying exam. Our Workbooks focus on why things are as they are, and on the implications with respect to financial advisors, rather than just learning facts by rote to pass an exam.

Our Workbooks are not intended to help students pass any particular FPC or AFPC exam.

Who should use our Workbooks

• Those who have passed the FPC or equivalent.
• Those who have passed the AFPC or equivalent.
• Those who choose not to take the AFPC or equivalent.
• Those who choose not to take the FPC but need to have a decent understanding of the key elements of financial planning (e.g. administrative staff).