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

"I am very pleased with the service and can’t imagine I would ever leave SimplyBiz"

Christopher Whickam
The Financial Planning Centre

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Latest News

A balanced view

July 20, 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

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Liberté! Egalité! Regulatory!

July 19, 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

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"Times change, but savings advice is still needed"

July 17, 2017

One of the most notable years for me was 1963. Jennifer and I had just bought our first house for the princely sum of £1,400, which back then seemed an awful lot of money.

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So FAMR, so good ...

July 11, 2017

12 months since its introduction, what effect is FAMR having on day-to-day business? Can we claim it’s so FAMR, so good?    

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