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.
PDF available HERE: CPD – June 2022
Complete and retain for CPD compliance purposes.
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
Paraplanners must satisfy themselves that the content is appropriate for their own development when allocating CPD points to their record.
