PROFESSIONAL AND PERSONAL DEVELOPMENT
It all ended in tiers
With the addition of SimplyBiz training materials , as well as new content produced by Competent Adviser , MyLearning allows you to access the materials that matter most to you through different tiers , as follows :
Tier |
Description |
Additional Cost |
|
|
( Per Licence , Per |
|
|
Month ) |
Essential
Plus
Pro
The original Competent Adviser content Members and Clients have always had access to , delivered on the enhanced platform
Additional ‘ Level 6-standard ’ content produced by Competent Adviser
5 % discount on chargeable Training & Knowledge events , including the popular biannual RegData Workshop , Supervisor Courses and Evidencing Suitability ( Retirement Income Planning ) Workshops
Additional video-based courses produced by SimplyBiz across a range of subjects Monthly live interactive webinars / workshops across a range of subjects 15 % discount on chargeable Training & Knowledge events
Access to the MyLearning Pro LinkedIn group to help build your network of likeminded professionals
£ 0
£ 5 + VAT
£ 10 + VAT
Complete Additional full access to all chargeable Training & Knowledge events £ 50 + VAT
To make things as easy as possible , everyone was switched automatically to the new MyLearning Essential tier back in April . However , you have the option to upgrade to Plus , Pro or Complete either via the ‘ My Profile ’ section of your MyLearning account , or by contacting us directly anytime .
My personal recommendation ? Go Pro
Pro is an incredible package and value for money , and , over time , it ’ s only going to get better . By the end of 2021 , all the following exclusive video-based courses will be available to experience :
• Deterministic Cashflow Mathematics
• Top-Slicing
• SM & CR
• Calculating Investment Performance
• Protection Case Studies
• Pension Transfer Mathematics
• Defined Benefit Tax-Free Cash
• Analysing Company Accounts
• RegData Video Guide
• Fact-Finding Soft Skills
• Life Office Trusts
• Pension Death Benefits
Looking beyond 2021 , we plan to provide 35 hours of structured CPD suitable for typical financial planners , PLUS 15 hours of dedicated protection / insurance CPD , PLUS 15 hours of dedicated pension transfer CPD . All video-based courses . All recorded . All on demand . In addition to this , you get our exclusive workshops .
The formats are a mix of :
• whiteboard-based , classroom-style training
• PowerPoint slides
• video vase studies using stock footage and music
• different formats as appropriate for the individual course . Furthermore , we will have delivered all the following live workshops :
• Understanding Company Accounts
• Soft Skills – Telephone Pitch Meetings
• Pension Transfer Qualifications
• Income Tax Calculations
• Pension Death Benefits
• Suitability Report Writing
• Compliant Risk Profiling
Simply put : Pro makes learning fun , varied and incorporates regular workshops into your diary . Genuinely fun CPD becomes part of the month-to-month . It ’ s also not rehashing what ’ s in the CII textbooks ; the chances are that a lot of the content will be brand new to you . It is practical , pragmatic CPD for real-life financial planning professionals .
Ready to upgrade today ? You can find more information on MyLearning under the ‘ Events ’ section of the Member and Client websites . Alternatively , you can speak to a member of the Adviser Services team on 01484 443470 or by emailing adviserservices-tech @ simplybiz . co . uk .
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