PROFESSIONAL AND PERSONAL DEVELOPMENT
TRAINING AND KNOWLEDGE IN 2022
Michael Pashley Training and Knowledge Manager SimplyBiz
As you ’ ve just read , our events programme for 2022 is certainly comprehensive ! However , we also offer a range of more educationally focussed training and knowledge support , to help you with your specific learning needs or objectives .
As you know , advisers need to secure a minimum 35 hours of CPD for 2022 , of which 21 need to be structured . A further 15 hours are required for Pension Transfer Specialists . So , how can SimplyBiz ’ s Training and Knowledge arm help you to attain this CPD ? There are now four main services we provide to support you in this area :
• Bespoke training and consulting
• MyLearning Pro
• Pension Transfer Specialist CPD programme
• Chargeable Training and Knowledge events
Pension Transfer Specialist CPD programme We ’ ve joined forces with some of the biggest and best pension providers in the UK ( including Pru , Aviva , JUST , Aegon , among others ) to bring you PTS training as part of your events programme . PTS training will be at the following dates and times :
Date Time Structured CPD Hours
Each event will involve a session from one of our provider partners , followed by a comfort break and then a session from SimplyBiz . Sessions are recorded to replay on demand , should you miss them . In total , this provides 12 of your 15 hours ’ PTS CPD for the year . Combined with the three hours ’ PTS CPD currently available via MyLearning Pro , this is your full 15 hours for the year .
Chargeable Training and Knowledge events For obvious reasons , we ’ ve been unable to deliver our physical sessions during the past two years , but the plan for 2022 is to deliver – both face-to-face and virtually – some classic Training and Knowledge events throughout the year , with a sprinkling of some new ones :
Classic
Supervisor Training and Competency Days
Cost ( Exc . VAT )
Structured CPD Hours
£ 250 6
RegData Training £ 150 3
27 / 01 / 2022 AM 2
31 / 03 / 2022 AM 2
Evidencing Suitability – Retirement Income Planning
£ 150 3
26 / 04 / 2022 |
AM |
2 |
28 / 06 / 2022 |
AM |
2 |
20 / 09 / 2022 |
AM |
2 |
24 / 11 / 2022 |
AM |
2 |
SM & CR £ 150 3 New Protection Sales Training £ 250 6
Income Tax Technical Workshop
£ 250 6
We tend to limit these events to no more than 15 delegates at each , which provides an excellent learning environment . Please don ’ t hesitate to get in touch at m . pashley @ simplybiz . co . uk to schedule a meeting to discuss how we can assist you with your professional development goals in 2022 .
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