CPD hub

Accredited Continuing Professional Development for you and your business

Our CPD proposition

We understand how important it is to keep knowledge and skills up to date. Our CII/PFS accredited modules will help you demonstrate your continued learning and development on topics which matter to your business and your advice.

All our modules are written and delivered in a clear and understandable way and focus on translating the detail into what it means for you and your clients.

Just select the module which best matches your learning needs and begin earning valuable CPD hours. There is no need to complete it all in one go - you can dip in and out as you like and pick up where you left off.

After you’ve completed the module and answered the related questions, we will email your certificate highlighting the accredited learning for your CPD record.

Tax and retirement planning

Pension funding

These modules will help you understand how much your clients can pay in to their pensions and what factors may restrict funding.

Pension transfers

These modules will help you understand the rules around pension transfers, how transfer values are determined and the key things to consider before transferring pension benefits.

Personal taxation

These modules will help you understand how income, gains and estates are taxed.

Investment bonds

These modules will help you understand how investment bonds are taxed in the hands of your individual, trust and corporate clients.

ISAs, unit trusts and OEICs

These modules will help you understand the rules on tax incentivised savings and how your client’s savings will be taxed.


These modules will help you understand the different trust options, their suitability and the taxation of the settlor, trustees and beneficiaries.

Taking pension benefits

These modules will help you understand when pension benefits can be taken and the various retirement income and lump sum options available.

Any reference to legislation and tax is based on our understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.