Curtis Banks launches CPD hub for Planners

SIPP provider Curtis Banks has launched a CPD On Demand Hub, offering Financial Planners the opportunity to top up their CPD online. Curtis Banks created the online hub to contain recordings of its recent series of webinars so that Financial Planners who were unable to attend the live sessions can access them. The content includes webinars on the opportunities and flexibility offered by SIPPs, technical sessions exploring lifetime allowance, court cases and complaints, as well as a series of Financial Planning case studies. Each of the pre-recorded webinars qualifies for 30 minutes of CPD and is accredited by the Chartered Institute for Securities and Investment. Financial Planners must answer a small number of short questions related to the content in order to gain the emailed CPD certificate. Jon Haslam, head of sales at Curtis Banks, said: “We know it is important for advisers to keep their knowledge and skills up to date. The content on our new CPD On Demand hub is fully accredited by the CISI and will help advisers evidence their continued learning and development on pensions topics. “We wanted to make sure that all of our CPD On Demand content was available to advisers at a time that suits them, rather than having to attend live sessions that may not fit within their business schedules. Our aim is to create content that is clear, understandable and includes examples of real-life client situations.” Peter Ginger, Chartered Financial Planner and wealth manager at Myers Davison Ginger, attended some of the webinar sessions live. He said: “I have attended a number of the webinar sessions that Jessica List has run in the past few months. These have been really useful and informative, and I have encouraged a number of my colleagues to also join them. One issue that we have had is that given the impact of Covid-19 our clients have been in touch to ask for reassurance and advice on their retirement and investments. This means we have less time available for our professional development during working hours. That is why it was so good to hear that the live webinar sessions are now available to access when it is convenient for me, be that in the evenings or at the weekend.”

Curtis Banks launches CPD hub for Planners

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