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

I would highly recommend Compliance First. The transition from AR to DA was made very smooth and the help I received from Compliance First made this an easy transition. I went DA to have more control over my business. The network I was with were becoming harder all the time to deal with and I was worried that if they went down my business would go with it.

I feel more in control of my own destiny now and Compliance First have been there to guide me on my journey. The regular compliance visits have been a great help and also knowing that someone is on the other end of a telephone line when I need them is a great comfort. Spending less time on compliance allows me to focus on running my business and making it more profitable. I highly recommend Compliance First!

Phil Anderson DipPFS, Adv CeMAP
Phil Anderson Financial Services Ltd

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