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Jo-Anne Smithson ACA, Chief Executive. Investors Planning Associates Ltd

“We’ve chosen to use the Money Marketing CPD Centre for the advisers in our national firm for a number of reasons. We appreciated that it was accredited by the CII, IFS and IFP so this avoids the duplication of effort by both the Company and our advisers who are registered with a number of accredited bodies. We have found it to be intuitive and easy to navigate. We’ve already uploaded the training plans for our advisers for 2013, secure in the knowledge that they’ll receive regular reminders to keep on track with their CPD during the course of the year. We really appreciated the link up with Taxbriefs to provide updates which will ensure that all of our advisers will be able to keep their fingers on the pulse in this constantly changing environment that we all operate in. But we like the fact that there is still sufficient flexibility within the system to allow for individual training and development needs to be met. Ongoing monitoring of our advisers will be simplified for us as a Company using this system. CPD could just be viewed as another layer of red-tape and box-ticking, but we feel that the MMCPD Centre will help our advisers genuinely gain from the new CPD requirements & thus allow for an efficient use of their valuable time. Of course, the fact that sponsorship has allowed it to be offered free of charge is also greatly appreciated when regulatory costs only ever head upwards at an exponential rate. No cost, professional endorsement, quality resources & easy to use – what’s not to like?!”

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