Protection CPDS for financial 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.

More CPD

06/03/2024

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.

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The value of value-added services

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.

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Meet Paul: A Square Health counsellor and psychotherapist

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.

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

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.

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

26/06/2023

Insights and trends on the self employed

Jack Southcott, our Proposition Lead for Protection and Shaun Ware, our Brand and Corporate Communications Manager provide some valuable insights into self-employed workers and the trends we see when it comes to income protection.

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Insights and trends on the self employed

23/06/2023

Pressure in the NHS: what it means for cancer diagnosis and care?

In this informative webinar, Professor Willie Hamilton Chief Medical Officer at The Exeter and Professor of Primary Care Diagnostics at The University of Exeter discusses the pressure in the NHS and what it means for cancer diagnosis and care.

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Pressure in the NHS: what it means for cancer diagnosis and care?

24/02/2023

Understanding vulnerable customers

Jack Southcott, Proposition Manager, and Mandy Tonkin, Compliance Executive, discuss how we can support you and your advice process by considering customers in vulnerable circumstances.

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Understanding vulnerable customers

29/11/2022

Overcoming protection objections webinar

We asked 2,000 employed and 2,000 self employed adults about their current health and financial concerns. In this webinar Jamie Page, Head of Protection Distribution, explores the findings and the most common protection barriers. He’ll help you confidently tackle these objections and showcase the value of your advice.

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Overcoming protection objections webinar

05/09/2022

Challenging times: The health and financial fears of UK workers.

Across the UK, many people are experiencing health and financial challenges like never before.

To better understand these concerns, we surveyed 2,000 employed and 2,000 self-employed adults during a period of record NHS waiting times and increased living costs. Read the full report.

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Challenging times:  The health and financial fears of UK workers.

25/07/2022

HealthWise – a digital approach to physiotherapy

HealthWise, our member benefits app, provides up to six sessions of physiotherapy for your clients each year. To find out more about how the service is being used and the support it provides, we spoke to Mark Laurens a Physiotherapist at HealthWise provider Square Health.

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HealthWise – a digital approach to physiotherapy