The Mid-Year CPD Check: Are You on Track to Meet Your Year-End Goals?

As we approach the mid-point of the year, now is the perfect time to assess your progress toward your CPD goals. Whether you’re on track or falling behind, a mid-year check-in can help ensure you meet your year-end requirements without last-minute stress.

Why a Mid-Year CPD Check is Crucial

Many financial advisers fall into the trap of putting off CPD until the last quarter of the year, which leads to unnecessary pressure. Conducting a mid-year review allows you to:

1. Track Your Progress: Are you on pace to meet your CPD targets? Checking in now can help you avoid a year-end scramble.
2. Identify Gaps: Have you focused too much on one area and neglected others? A mid-year review helps you rebalance your CPD efforts.
3. Adjust Your Goals: If you’ve fallen behind, there’s still plenty of time to catch up. Use this check-in to adjust your goals or course-correct as needed.

How to Conduct Your Mid-Year CPD Review

1. Review Your Completed Hours: How many CPD hours have you logged so far? Compare this against your annual goals to see if you’re on track.
2. Check for Upcoming Regulatory Changes: Are there new regulations on the horizon that you need to prioritise for the second half of the year?
3. Plan Your Next Modules: Map out the next few months and schedule time for CPD that covers areas you’ve missed or topics you need to priorities.

How AdvanceCPD Can Help

AdvanceCPD makes it easy to track your progress with a built-in tracking tool. At any point in the year, you can see how many hours you’ve completed, which categories you’ve covered, and what’s still outstanding, ensuring you stay on track for year-end compliance. You can sign up to AdvanceCPD for a 3-day free trial or book a demo to learn more.

Visit the AdvanceCPD website here: advancecpd.co.uk

Click here to book a demo.