PERSONAL DEVELOPMENT

Get your structured CPD and aim even higher.

Events programme

Events programme

SimplyBiz is committed to promoting professionalism with the advice sector and as such, we provide an extensive programme of development opportunities. Covering a wide variety of topics and with thematic workshops to address new opportunities, a typical year sees SimplyBiz run over 320 events across the UK and our accreditation with professional bodies means that the vast majority provide your essential structured CPD. 

Competent Adviser

Competent Adviser

The FCA’s requirement that advisers undertake 21 hours of structured CPD means it’s essential that firms have support in managing their responsibilities. The CPD Portal allows firms to set a supervisor to assign reading and testing to manage the development of your staff on an ongoing basis. Advisers can easily export test results to support their Statement of Professional Standing. 

New Model Business Academy

New Model Business Academy

SimplyBiz’s not-for-profit arm, the NMBA, offers face-to-face events, online support, tools and templates to support those operating in and wanting to join the financial services industry. The NMBA can provide help with qualifications, offering apprenticeships, best practice and evolving your business model. 

Testimonials

"I can thoroughly recommend SimplyBiz to any IFA who is either already directly regulated or who wishes to go directly regulated. I conducted my own independent 'Fact Find' on the various companies (both Networks and Service providers) in the marketplace and found SimplyBiz to be the best. I am most pleased with the T&Cs, the high level of service and of course the very competitive cost that SimplyBiz offers members."

M Mohan
Middlesex

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Latest News

Ken Davy: "Dump those bad apples and embrace SM&CR"

August 10, 2017

It only takes a few rotten apples to add some very big numbers to every good adviser’s FSCS bill, so anything that will help us rid our sector of them is to be welcomed.

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Ken Davy: "Taking a weather check on pension freedoms"

August 02, 2017

BBC weatherman Michael Fish famously failed to forecast the hurricane in October 1987, which overnight destroyed 15m trees and turned the town of Sevenoaks into just one oak.

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Ken Davy: Revised managers' regime will uncover 'reckless and criminal' firms

July 28, 2017

The Financial Conduct Authority’s extension of the senior managers’ regime will help weed out “reckless and criminal firms”, financial adviser support firm SimplyBiz Group says.

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Ken Davy: "Good financial advice means more holiday cash"

July 26, 2017

As you prepare for a well-earned summer break, I urge you to reflect upon some detailed research by ILC-UK into the value of financial advice, which has revealed that even those consumers who are just getting by can be more than £40,000 better off if they receive advice.

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