In financial services, Continuing Professional Development (CPD) isn’t just about completing the hours set by the regulator. What matters is remaining competent, confident, and relevant...
When CPD feels genuinely valuable, people learn because they want to get better and not because they are told to!
In financial services, Continuing Professional Development (CPD) isn’t just about completing the hours set by the regulator. What matters is remaining competent, confident, and relevant in a fast moving regulatory and client landscape. This is what keeps individuals and firms on top of their game.
The most effective CPD goes beyond technical knowledge alone. Of course, advisers and professionals need to stay up to date with tax, pensions, investments, regulation, and changing FCA expectations. The real difference effective CPD brings is developing the skills that shape real client outcomes: communication, judgement, ethical decision-making, vulnerability awareness, and the ability to apply knowledge in complex, real-world situations.
For individuals, effective CPD supports exam success, long-term professional confidence and career progression. It helps bridge the gap between knowing the rules and applying them appropriately for different clients.
For firms, a strong CPD culture underpins competence frameworks, supports Consumer Duty outcomes, reduces regulatory risk, and helps build consistent standards across teams. This approach demonstrates a genuine commitment to developing people and not just meeting minimum requirements. This plays a key role in engagement, satisfaction, and retention. People stay where they feel invested in.
How Redmill Advance Supports Individuals and Firms
Learning is not a one-off milestone. It’s a professional mindset
At Redmill Advance we design and deliver CPD that actually makes a difference. Our approach blends high-quality technical content with practical application and accessible learning formats, helping both individuals and firms build capability over time.
For individuals, we provide structured learning pathways, exam support, technical CPD and soft-skills development that fits around busy working lives. Learners can engage through video, written content and live sessions, giving them the flexibility to learn in a way that suits them. We understand that advisers and financial services professionals are time poor, and our platform supports this by putting everything together in one clear, easy-to-navigate catalogue. This makes it simple to identify relevant learning, access it when needed, and revisit topics as often as required to build confidence and real understanding.
For firms, we provide flexible CPD solutions that align with competence standards, regulatory expectations, and business objectives. Our Learning management System (LMS) and reporting tool make it easy to allocate, track, and evidence CPD, while our growing library of technical, regulatory, and professional-skills content supports a well-rounded learning and development strategy.
Whether the focus is exam progression, maintaining technical competence, improving client outcomes, or supporting advisers at different career stages, Redmill Advance helps turn CPD from a compliance exercise into a meaningful investment in people and performance.
We are here to help and one of our team would be happy to discuss how we can support you or your group’s specialist learning.
You can also watch our latest podcast episode, where we dive deeper into how organisations can make CPD truly impactful.
Learn more about our All-in-One Adviser CPD solution
Redmill Advance is a leader in helping UK financial advice firms get their people qualified or chartered.
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Redmill Advance has been a leading provider of training & development services to the UK financial advice market since 2018 and is based in Linlithgow, Scotland.
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