Events and Development

Delivering essential structured CPD.

Events and Development

At Compliance First, we offer the largest event programme of its kind, providing advisers with access to a mix of face-to-face events and a comprehensive virtual programme, which has proved invaluable during recent times. 

Our programme covers a wide breadth of events to suit all needs from our holistic Learning and Development Events, usually taking place two to three times a year across 21 venues, to our more specialist investment, protection and mortgage events.

In addition, we provide more bespoke support through our training and knowledge programme, covering areas such as supervision, GABRIEL returns and more.

Our program of support is built to ensure our Clients have access to an array of event types and subject matter, providing valuable learning, CPD and support alongside more technical sessions designed to help advisers and firms adopt new or strengthen existing propositions, including CIP Workshops, Compliance Clinics, technology workshops and more.

On top of this, we run the Advice Show, the largest virtual event of its kind, bringing together over 30 specialists to one event to discuss an array f topical issues, from the markets, to regulation, new tech and much, much more.

Introducing MyLearning

To further support our learning programme, we provide all our Clients with complimentary access to the most comprehensive learning platform in the market. Built on the market leading Competent Adviser Platform, MyLearning offers more functionality, more content, and more choice than ever before.

  • New and improved interface, with new dashboards showing CPD progress
  • Integration with the Compliance First virtual learning platform to pull through event CPD and learning
  • Enhanced content now to level 6 for IFAs and level 4 for mortgage advisers
  • Further enhancements with the introduction of Training and Knowledge content

We are committed to ensuring all Clients have access to the very best solution and have invested heavily in the development of this system and its content to ensure that we can continue to provide access to the essential elements at no cost. 

For those looking for even more, we offer enhanced services at £5 and £10pcm, allowing firms to tailor the learning of all advisers and support staff, selecting the best package for each of them.

Our comprehensive events programme and essential MyLearning access is complementary with your membership.


For more information on how Compliance First can help your firm achieve its goals, please speak to our team on 0141 616 4161. Alternatively fill out the below form and we will be in touch soon.

 

Testimonials

“When I decided to go directly authorised to the FCA in February 2014 I looked at many Compliance services providers and decided on Compliance First for a number of reasons. Firstly, they were recommended by another IFA who had been happy with their services for over 5 years. They were welcoming and professional from my first contact and laid out their proposition which met my needs. Costs was also important and comparably, pound for pound, I felt they were very reasonable for what they offered. They advised and assisted me with my application from start to finish, and I was authorised within 11 weeks. Since authorisation, they have been very supportive and helpful. I receive two visits per year which are very comprehensive and provide me with great comfort for my business. Their Technical desk is very knowledgeable and always helpful. When it comes to the dreaded and  laborious Gabriel Returns, they are invaluable and very patient - a virtue which I test every six months. I would highly recommend to anyone, whatever the size of their business.”

David Macfarlane
DVelop Wealth Ltd.

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