CPD in the Banking & Investments sector

Financial literacy underpins the economic decisions we make every day. Good financial literacy allows individuals to deal with all aspects of money confidently and effectively. Furthermore, for professionals and organisations across industry sectors, strong financial literacy skills are fundamental to growth and success. 

This informal CPD article, ‘PAYE: an essential role in the UK payroll system’ was provided by Kintec, who build cloud-based solutions that simplify the complex and give payroll professionals the confidence to move fast, stay compliant, and grow with purpose.

This informal CPD article, ‘The Eighty-Eight Percent Signal: What Rising Investor Demand Means for Business Strategy?‘ was provided by IFRS Lab, a leading ESG advisory and training institution committed to advancing sustainability.

This informal CPD article, ‘What is Asset Management?’ was provided by Asset Wisdom Experts, an online learning platform to train the next generation of Asset Managers.

This informal CPD article, ‘Why Learning and Development Holds the Key to Asset Management Success’, was provided by Asset Wisdom Experts, an online learning platform to train the next generation of Asset Managers.

This informal CPD article ‘How to Become a Successful Massage Therapist in the UK’ was provided by Massage Academy London, an organisation dedicated to supporting both new and qualified massage therapists in advancing their careers through focused training and education.

This informal CPD article ‘The Future of Work in Guyana and the Caribbean: Skills That Will Drive Employment and Economic Growth by 2035’ was provided by University of Excellence, Management and Business (U.E.M.B.), an Online Education and Training provider offering secondary to tertiary education with locally and internationally recognized accredited qualifications.

This informal CPD article ‘Tax Smart Strategies for NHS Professionals’ was provided by British Medical Courses, an organisation who believe in a future where every medical graduate, NHS doctor, paramedic, nurse, and non-trainee doctor feels supported, and fully equipped to deliver outstanding care and truly thrive in their roles.

This informal CPD article ‘Top Tips: How to Allocate Your Aesthetic Clinic Marketing Budget Strategically’ was provided by Hosted Aesthetics, an organisation that helps established aesthetic clinic owners grow their businesses.

This informal CPD article ‘Resilience: Small Habits that Power Big Performance’ 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.

This informal CPD article ‘The evolution of Anti-Money Laundering regulations: What FS professionals need to know’ was provided by LRN Corporation, a dedicated ethics and compliance company, educating and helping people each year worldwide navigate complex legal and regulatory environments and foster ethical cultures.

This informal CPD article, ‘Private Equity and ESG Integration’ was provided by IFRS Lab, a leading ESG advisory and training institution committed to advancing sustainability.

This informal CPD article ‘VAT for the Self-Employed in the UK: A Complete Beginner's Guide’ was provided by Kairos-K, an organisation providing accounting services within the UK.

This informal CPD article ‘IR35 Rules: A Student's Guide to UK Tax Compliance’was provided by Kairos-K, an organisation providing accounting services within the UK.

This informal CPD article ‘Detecting and Preventing Insurance Fraud: A Practical Guide for Compliance Professionals’ was provided by LRN Corporation, a dedicated ethics and compliance company, educating and helping people each year worldwide navigate complex legal and regulatory environments and foster ethical cultures.

This informal CPD article ‘Keys to Successful Account Management’ was provided by Cubs Privé, an organisation supporting Client Relationship Management through customised training programmes for professionals seeking to improve their client management skills. 

In an era of increasing uncertainty, regulatory complexity, and interconnected global risks, organisations require sophisticated risk management capabilities that now extend beyond traditional insurance and safety protocols. Continuing Professional Development (CPD) in risk management provides the foundation for building these capabilities while ensuring that risk professionals maintain current knowledge and competencies across rapidly evolving landscapes.

This informal CPD article ‘From Doing to Leading: The Silent Shift No One Prepares You For’ 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

This informal CPD article, ‘Global ESG Reporting in 2025: ISSB or CSRD – What’s Right for Your Business?’ was provided by IFRS Lab, a leading ESG advisory and training institution committed to advancing sustainability.

This informal CPD article, ‘A Guide to Tariff Classification and the World Customs Organization’s (WCO) General Interpretative Rules (GIR)’, was provided by Derin Ozeren of Alinea Customs, an organisation who provide UK customs brokerage & consultancy.