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Finance 19/03/25

Rethinking CEO Succession: Moving Beyond the ‘Safe’ Choice

This informal CPD article ‘Rethinking CEO Succession: Moving Beyond the ‘Safe’ Choice’ was provided by Hanover Search Group, an organisation with deep functional knowledge of asset and wealth management, banking, fintech, healthcare & wellness, insurance, private equity, technology and professional services.

Finance 09/03/25

Money First Aid - CPD Member Case Study

We have been asking our members from across the industries the reasons why they became a CPD provider. This CPD Member case study was provided by Money First Aid. For more information, please visit their CPD Member Directory page.

Finance 09/03/25

LEVRA - CPD Member Case Study

We have been asking our members from across the industries the reasons why they became a CPD provider. This CPD Member case study was provided by LEVRA. For more information, please visit their CPD Member Directory page.

Finance 04/03/25

Strengthening Trust in AI – Key Strategies for Banks, Financial Institutions, and Big Tech

This informal CPD article, ‘Strengthening Trust in AI – Key Strategies for Banks, Financial Institutions, and Big Tech’, was provided by T3 Consultants, a female-led boutique consultancy firm that specialise in ESG, Financial Risk & Regulation, and Change Management.

Finance 03/03/25

Understand Tax: Get your head around the tax jargon

This informal CPD article, ‘Understand Tax: Get your head around the tax jargon’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 03/03/25

Saving & Budgeting: Understanding Essential and Discretionary Accounts

This CPD article, ‘Saving & Budgeting: Understanding Essential and Discretionary Accounts’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 05/02/25

5 must track revenue operations metrics

This informal CPD article ‘5 must track revenue operations metrics’, was provided by Product Marketing Alliance, a company founded in 2019 with a mission of uniting product marketers across the globe.

Finance 29/01/25

Carbon reporting - the future of accounting explained

This informal CPD article, ‘Carbon reporting - the future of accounting explained’, was provided by Joanna Auburn at Our Trace Pty, an organisation with a mission to help every business reach net zero.

Finance 21/01/25

Career Skills for the Future: How to Thrive in Singapore's Asset Management Industry

This informal CPD article, ‘Career Skills for the Future: How to Thrive in Singapore’s Asset Management Industry’, was provided by Mike Sim, founder of NGL Institute, who provide fund management education.

Finance 16/01/25

Five Top Tax Saving Tips in 2025

This informal CPD article, ‘Five Top Tax Saving Tips in 2025’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 09/01/25

Navigating the Flexibility of Singapore VCC and Cayman SPC for Legal and Financial Professionals

This informal CPD article, ‘Navigating the Flexibility of Singapore VCC and Cayman SPC for Legal and Financial Professionals’, was provided by Mike Sim, founder of NGL Institute, who provide fund management education.

Finance 25/11/24

How to Build a Nest Egg for Your Children

This informal CPD article, ‘How to Build a Nest Egg for Your Children’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 25/11/24

The Importance of Financial Wellbeing as a Workplace Benefit

This informal CPD article, ‘The Importance of Financial Wellbeing as a Workplace Benefit’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 05/11/24

The Importance of Financial Education in the Workplace

This informal CPD article, ‘The Importance of Financial Education in the Workplace’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 05/11/24

The Importance of Retirement Planning in the UK

This informal CPD article, ‘The Importance of Retirement Planning in the UK’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 27/09/24

Navigating Market Volatility: A Hedging Success Story

This informal CPD article, ‘Navigating Market Volatility: A Hedging Success Story’, was provided by The Trade Academy, an organisation offering a learning platform for aspiring and professional traders. They provide comprehensive education on trading strategy, analysis of financial markets, and trading signals.

Finance 27/09/24

10 Rules for Successful Stock Trading

This informal CPD article, ’10 Rules for Successful Stock Trading’, was provided by The Trade Academy, an organisation offering a learning platform for aspiring and professional traders. They provide comprehensive education on trading strategy, analysis of financial markets, and trading signals.

Finance 09/09/24

The Importance of Pension Planning and the Power of Compounding

This informal CPD article, ‘The Importance of Pension Planning and the Power of Compounding’, was provided by AAG Financial Education (AAG). Founded in 1995, they provide long-term, comprehensive, and bespoke financial education to their clients.

Finance 30/08/24

Key Insights from the CIPD's Latest Labour Market Outlook on Employers and Employees

This informal CPD article, ‘Key Insights from the CIPD’s Latest Labour Market Outlook on Employers and Employees‘, was provided by Money First Aid, who provide participants with the necessary knowledge and skills to assist their colleagues in overcoming financial difficulties, while also helping create a supportive and understanding work environment.

Finance 08/08/24

Cultivating a Growth Mindset in Your Workplace

This informal article, ‘Cultivating a Growth Mindset in Your Workplace?’, was provided by iAM Learning, who are transforming the way your workforce trains and retains, using high-end animation, lovable characters and captivating stories to make even the most serious subjects appealing and unforgettable.

Overview of the Finance Industry

A wide range of professionals across the finance sector are required to complete Continuing Professional Development. CPD is a mandatory obligation to many professional bodies and associations, which includes accountants, tax and financial advisers, investments specialists and insurance professionals

CPD in the Finance Sector

Finance and Accountancy professionals should identify what additional skills are required to carry out their role effectively as well as build a CPD framework towards future career ambitions. CPD obligations vary within the finance & accountancy sector from 12 hours for a qualifying Institute of Financial Services student up to 35+ hours for fully qualified financial advisers, tax specialists, professional auditors, certified accountants and investments specialists. CPD is not restricted to solely technical advancement, but should also embrace training such as essential management, business and people skills.

CPD for Accountants

Accountancy CPD requirements can vary from 20 hours per annum up to 45 hours depending on both the accountancy specialism and the specific requirements of the institutional body concerned. The main Accountancy professional bodies requiring CPD include the Association of Chartered Certified Accountants (ACCA), Association of International Accountants (AIA), Chartered Institute of Management Accountants (CIMA) and the Institute of Chartered Accountants in England & Wales (ICAEW).

CPD for Tax Specialists

Professionals working within the tax area of the finance sector have mandatory CPD requirements to complete every year, of which 15 hours must be obtained from a structured training environment for members of the Association of Tax Technicians, and 20 hours for members of the Chartered Institute of Taxation.

CPD for Finance & Investment Advisers

The Financial Conduct Authority (FCA) has prescribed a minimum amount of CPD per year for finance and investment professionals. For example, the Institute of Financial Services (IFS) expects finance professionals to complete a minimum of 35 hours CPD learning every 12 months, of which 21 hours should be obtained from a structured training environment.

CPD for Auditors & Actuarial Professionals

Both auditors and actuarial professionals are required to complete regular CPD in order to maintain competencies

CPD for Insurance Specialists

All qualified members of the Chartered Insurance Institute (CII) are required to comply with the CII CPD scheme. Finance professionals working within the Insurance sector are typically expected to complete a minimum 35 hours of CPD (21 hours must be structured CPD) every year matching the annual requirements set by the Financial Conduct Authority.