From 16 March 2023 all those who provide financial advice must comply with Code Standard 9 of the Code of Professional Conduct for Financial Advice Services (the Code) relating to keeping competence, knowledge and skill up to date.

CPD will be more important than ever in 2023:

• FAPs and advisers have had two years to prepare for 16 March so we are likely to see an increase in regulatory oversight.
• The environment in which we operate is constantly changing so FAPs and individuals need to regularly upskill to meet new requirements and stay on top of an evolving industry.

The purpose of the handbook is to provide you with the information and tools you need to succeed when it comes to CPD. It provides full guidance including a simple-to-use methodology for managing CPD and an example PDP (professional development plan) which can be customised.

The CPD handbook is valued at $60, however to support the industry Strategi is providing it at no cost below: