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 am more than happy with the service I receive from SimplyBiz and will remain a Member as long as the quality of service is maintained and they continue to employ such high quality individuals”

John Whelan
John Whelan Financial Planning

Read More

Latest News

Staffcare relaunches as Zest and introduces cutting-edge employee benefits technology

November 22, 2017

Staffcare, one of the leading pioneers of the employee benefits market, today announced that it is relaunching its business as Zest and, simultaneously, launching its new benefits technology platform.

Read more >

"FSCS funding should be fair and affordable"

November 17, 2017

Rather than making a knee-jerk rejection, the Association of British Insurers (ABI) should follow Aegon UK’s lead by focussing on fairness and affordability when considering the latest Financial Services Compensation Scheme (FSCS) funding proposals.

Read more >

"Self-employed should mind the protection gap"

November 13, 2017

The recent scary antics of Halloween were an appropriate backdrop for Scottish Widows to release the even more frightening results of a survey about the protection coverage of the UK’s self-employed. 

Read more >

"California dreaming on such a winter's day"

November 06, 2017

As the nights darken and the winter cold approaches, it is a good time to consider spending a few tax-deductible days in the Californian sunshine.

Read more >