PERSONAL DEVELOPMENT

Get your structured CPD and aim even higher.

Events programme

Events programme

SimplyBiz is committed to promoting professionalism with the advice sector and as such, we provide an extensive programme of development opportunities. Covering a wide variety of topics and with thematic workshops to address new opportunities, a typical year sees SimplyBiz run over 320 events across the UK and our accreditation with professional bodies means that the vast majority provide your essential structured CPD. 

Competent Adviser

Competent Adviser

The FCA’s requirement that advisers undertake 21 hours of structured CPD means it’s essential that firms have support in managing their responsibilities. The CPD Portal allows firms to set a supervisor to assign reading and testing to manage the development of your staff on an ongoing basis. Advisers can easily export test results to support their Statement of Professional Standing. 

New Model Business Academy

New Model Business Academy

SimplyBiz’s not-for-profit arm, the NMBA, offers face-to-face events, online support, tools and templates to support those operating in and wanting to join the financial services industry. The NMBA can provide help with qualifications, offering apprenticeships, best practice and evolving your business model. 

Testimonials

“Just a quick note to say how amazed I have been at the calibre of your team at SimplyBiz. Since I signed up with you, they have been outstanding in every area. Prior to joining, I really did not trust a single individual in this industry but the facts are that SimplyBiz have delivered far more than they promised and come across as sincere and genuine. It really has been refreshing to work with people who are experienced and capable of running beyond the tape”

Owen Wintersgill
Byfleet

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Latest News

Fos report is a dollop of gruel for advisers

September 19, 2017

Cold porridge and cold comfort have a lot in common: such meagre offerings do not come close to being satisfying.

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Adviser Landscape

September 14, 2017

SimplyBiz Group Chairman, Ken Davy, gives us his unique perspective on the biggest industry issues of recent months.

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Back in the GDPR...

September 14, 2017

There is currently very little that we know with any certainty about what to expect from the UK’s Brexit negotiations.  Hard or soft? Single market or free trade area? Bad deal or no deal? 

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Taking a LEI-d back approach; MiFID II and Legal Entity Identifiers

September 14, 2017

The arrival of MiFID II will see a new section added to the FCA Handbook, which refers to the requirement to make transaction reports to the FCA with regards to certain financial instruments. 

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