Professional Paraplanner is approved under the Charted Institute for Securities & Investment’s CPD accreditation scheme for financial planning
to enable paraplanners to accrue CPD points for reading the publication
The amount of credits will be determined by the length of time taken to read the articles within the magazine. Readers requiring Structured CPD points must read the magazine for at least 30 minutes and correctly answer the 10 questions on this page.
Under the CISI CPD Scheme all members must undertake a range of CPD activities
in a year to demonstrate that they meet the requirements of the scheme. CPD activities undertaken during the year will fall under the following categories:
• Technical Knowledge • Ethics • Professional Standards • Personal Development • Practice Management
Members must satisfy themselves that the content is appropriate for their own development when allocating CPD points to their own record. The content will be reviewed on a quarterly basis by the CISI.
PDF available HERE: Professional Paraplanner CPD Questions February 2022 issue Complete and retain for CPD compliance purposes.
