New CII accredited CPD learning hub launched for advisers
A new CII accredited CPD learning hub has been launched for advisers.
The new service, called Adviser Edge and created by Standard Life alongside the CII, has been designed with the hope of becoming the ‘go to’ CPD hub for advisers in the retirement market.
Modules available include managing business risk, the cost of service delivery, client segmentation and defining the proposition.
The value of advice, completing fact finds and making recommendations are also covered.
Noel Butwell, Standard Life distribution director, said: “We want to support advisers when it comes to dealing with the changes in the industry and the impact it may be having on their business.
“In line with FCA regulations, the Adviser Edge Hub will help advisers continue to further increase their technical knowledge and fulfil their adviser CPD requirements.
“The introduction of pension freedoms has changed how adviser businesses operate. Research by Defaqto shows that 78% of advisers have seen an increase in the demand for at-retirement advice since last April.
“I have no doubt this demand for advice will continue to grow.”
A certificate of completion for the CII accredited Adviser Hub will be awarded on the completion of each module.
The learning centre also provides guidance to advisers on understanding what a withdrawal policy is, what it could include, as well as the benefits to them and their clients and how they can set their own one up.
A module on making tax recommendations looks at the key considerations around tax planning for retirement clients, before outlining the key steps advisers could follow to create their own tax policy.
This also provides tools to help advisers articulate the benefits of this to their clients.
Tamsin Mills, director of accreditation at the CII, said: "We are delighted to have had the opportunity to support the Adviser Edge programme. The need for consistent and competent advice at retirement has never been greater, nor as complex, and Standard Life are to be congratulated on bringing this initiative to market."