Events and Development

Delivering essential structured CPD.

Accredited events programme

Accredited events programme

Compliance First delivers a comprehensive events programme at a range of locations convenient to you. Working alongside accreditation bodies, we ensure our events deliver specific learning outcomes and are designed exclusively for directly authorised advice firms. Events cover investments, pensions, protection and mortgages, with each session featuring regulatory updates, service news and best practice. 

NMBA

NMBA

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.

CPD Portal

CPD Portal

Containing reading materials and testing, the CPD portal enables you and your staff to earn structured CPD for your records. Test results are easily exported for the purposes of your Statement of Professional Standing. You can also assign supervisor status within your team, to nominate one account to monitor the progress of your staff.

Testimonials

As a new Client, I was continually on the phone to the technical section asking for help and advice on many subjects and wanted to tell you how extremely helpful both Julie Reffin and Janis Tas have been. Nothing is too much trouble and they always come back quickly with the right answer to my query.

I am very, very pleased with the service I continue to receive from Compliance First and I am glad that they are a part of my business.

John F Amey Dip FA CeMAP CeLTM CeRER
Cavendish Financial Advice Ltd

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