As the new year begins, this email is to inform you of some changes being made to the CPD requirements for the new year and how we are making it easier for you to record your CPD. We have also made some changes to the CFI Members Folder and Operations Manual to make it easier for you to find the information you need for your day-to-day mortgage business.
CPD
As mentioned previously, we are removing the blanket 40 hours of CPD and the requirements will now more closely align with the permissions you hold, full details of which can be found HERE.
Over the coming months, we will be continuing to build the CPD library on LMS to have additional lender-specific knowledge at your fingertips, together with more general industry and product oversight.
Any activities you complete within LMS automatically add CPD points to your record.
For CPD activities you undertake outside of LMS, e.g. external courses or events, or BDM visits to your office, we have made it easier for you to record these.
In LMS you will find THIS COURSE which will allow you to select the amount of time the CPD activity was for and simply upload evidence of the activity to claim your time. You will see going forwards that when you have selected an amount of time and completed it that it will show as “completed”, but you can revisit it and complete it several times over the year (for example, you can complete multiple 60 minutes mortgage CPD sections over the year)
To avoid the rush at the end of the year for CPD points, the member support team will aim to remind you regularly where you are against your CPD targets, and provide guidance on how you can keep on track. Please remember, however, your CPD completion remains your responsibility and is a contractual and regulatory responsibility.
BOX CFI MEMBER FOLDER AND OPERATIONS MANUAL
To make it easier for you to find information needed to answer any questions you have about running your mortgage business, we have taken the PDF operations manual and moved it into individual pages in folders within the CFI member folder.
At the same time, some information has been added, removed and updated to make it the most comprehensive source of information from sales processes to commissions to compliance and more.
You can use the BOX search function to search for any files that contain the information you are looking for:
I’m sure you will all agree both of these are positive steps in supporting you with your business. If you have any questions, please contact member support for assistance.
If you have any questions, please contact member support for assistance. membersupport@connectbrokers.co.uk
Regards
Liz Syms, CEO
