Protection and health CPD for advisers

Over 30 hours of insurance training to fulfil your IDD requirements.

Explore our dedicated CPD hub, tailored for financial advisers focusing on the insurance and protection sector. With the IDD mandating a minimum of 15 hours of CPD annually, our hub offers a rich collection of structured and unstructured CPD resources.

CPD is split into two areas:

Structured – this is an activity that gives stated learning outcomes which are designed to help you achieve a specific learning need. Examples of this type of CPD include formal training courses/webinars, conferences and professional exams.

Unstructured – this is classed as a learning activity that hasn’t specifically been designed to meet a development need, but has fulfilled a learning outcome. Examples of CPD could include events, reading industry papers and publications.

Both types of CPD count towards your 15 hours. For more about the different types of CPD, please visit the CII's CPD website.

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Featured CPD

21/09/2023

Health & Financial Fears 2023

From high inflation and interest rate increases to the ongoing pressures placed on the NHS, UK workers continue to face many challenges to their health and financial wellbeing.

We surveyed 2,000 working adults for the latest edition of our research, where we look at how these challenges have affected UK workers during the last 12 months and their impact on purchases of insurance products to provide a valuable safety net. Read the full report.

More CPD

05/12/2024

Unlock the power of Behavioural Economics in protection conversations

In this insightful session, Nick Clifton, Customer Experience Manager at Swiss Re, joins Jamie Page, Head of Protection Distribution, to discuss how behavioural economics can help you get more out of your protection conversations.

05/03/2024

The value of value-added services

In the third and final of our value-added services sessions, Jamie Page, Head of Protection Distribution at The Exeter and Andrea Ryan, Senior Account Manager at Square Health, discuss consumer perceptions of value-added-services as well as the benefits for your clients.

28/02/2024

Meet Paul: A Square Health counsellor and psychotherapist

In the second of our value-added services sessions, Paul Biddulph, a Square Health counselor, delves into mental health sessions and client assessments, alongside HealthWise usage insights from Andrea Ryan.

21/02/2024

The doctor will see you now: all you need to know about Remote GP services and Health MOTs

In the first of our series of value-added services sessions, Square Health GP, Dr Morven Telling, discusses the importance of Remote GP services and examines how the new Health MOTs work in practice.

11/12/2023

What’s important to consumers when it comes to insurance?

Jamie Page explores insurance perceptions across ages, joined by Emma Astley, CoverMyBubble's Managing Director, sharing practical business tips in a 30-minute webinar.