While members of professional bodies in financial advice and planning, like CFP® or professional members of the FPI have been complying with a CPD requirement for years the changes to FAIS and the new FSCA requirements for “fit and proper” are going to see all advisers needing to comply with the requirement to keep up to date with changes and developments in the industry, and more importantly to prove they have completed the required number of credits per annum or face debarment.
The number of credits required per annum is dependent on the number of license areas in which the adviser is registered and the general practitioner financial adviser will require about 17 credits per annum, while specialist advisers may require less.
RSC has recently registered with the FPI to provide CPD training to the industry and is looking into providing a range of programs on practical and useful areas that will provide knowledge and credits for FSCA requirements.
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Thanks for all your help and this will help us ensure the programs we develop are aligned to your needs and preferences.