CPD for financial advisers: 35 hours a year
For retail investment advisers and other regulated advisers.
What the Financial Conduct Authority asks for
Advisers need 35 hours a year. FCA guidance says at least 21 should be structured.
Source: FCA’s own guidance. Where this page and your regulator disagree, your regulator is right — we are not your regulator and do not speak for one.
What each activity is recorded against
Advisers need 35 hours a year. FCA guidance says at least 21 should be structured.
- S — Structured — courses, seminars, lectures, conferences, workshops, web-based seminars
- U — Unstructured — reading, research and other self-directed learning
Common questions
Who holds the CPD record for an adviser?
Your firm is responsible for the record, but the evidence is yours and moves with you. Keeping your own dated copy is what makes a change of employer painless.
Next step
Your CPD record: Hours by type across the year, exportable for your firm's file.