We appreciate, as an adviser, you are aware that an essential part of your ongoing requirements for your annual fit and proper test, is to remain on track with completing your annual CPD.
As we reach the end of Q1, we’ve started to review individual YTD CPD totals. This is to check your status to ensure you are on track to avoid panic at the end of the year to catch up.
As a reminder, as of the end of Q1:
- If you have regulated mortgage permissions you should be on 375 Mortgage CPD points.
- If you hold only unregulated permissions, 150 CPD points.
- For insurance you should be on 225 CPD points.
Make sure you record everything!
We are aware that often you will have attended meetings, etc and not recorded it. So as a reminder, this can all be recorded on the LMS system HERE with just a simple press of a few buttons and uploading some notes.
If you need additional CPD content, we are constantly adding new material to LMS and very soon will be adding courses worth 16 hours of Insurance CPD which will cover the annual requirement!
Lender Digital Learning
For Mortgage CPD, log in to LMS and filter your courses to “Lender Digital learning” as below:
You will see CPD dashboards for the following Lenders & Insurance providers:
- Paragon Bank
- Accord/YBS
- LV – GI
- Source Insurance
- Livemore
- Virgin Money
- OSB Group (Precise & Kent)
- The Mortgage Lender (TML)
- Foundation HL
- Paymentshield
- Hodge
- Aldermore
More to go live soon ….
Additional External Sources
In addition to this, other external sources of CPD include:
- For insurance CPD – Protection Guru – https://protectionguru.co.uk/
- For Mortgage CPD – Financial reporter – https://www.financialreporter.co.uk/academy
Both of these sites have a huge amount of informative CPD articles that can be added using the process provided.
And finally, should you think you are struggling to find suitable material to complete your CPD, please contact the member support team at memberseupport@connectmortgages.co.uk who will be able to advise and direct you to the sources and material available.
Member Support Team: membersupport@connectmortgages.co.uk
Compliance Team: compliance@connectmortgages.co.uk