Skip to main content

Why are CPD and Qualifications important to us and our clients?

Continuing Professional Development (CPD) is activity undertaken to ensure our skills and knowledge are up-to-date. The Chartered Insurance Institute member CPD scheme provides a practical framework for ensuring development is addressed in a structured way to meets our personal and business needs and requirements of the CII as a Chartered professional body.

CPD is a common requirement for qualified members of professional bodies. It reflects the fact that, in today's fast changing world, knowledge gained through qualifications quickly dates and, if you are to remain competent, you must continue to develop and enhance your knowledge.

Equally, eligibility for and use of member qualification designations is not simply an indicator of study completed, but also of a commitment to subsequently keeping this knowledge current and being bound by a Code of Ethics.

We believe it is essential to be part of this CPD programme and go beyond in studying CII modules, this allows us to:

  • Build public confidence and credibility
  • Adapt positively to change by continuously updating skills
  • Improve technically
  • Support any career goals by focusing on relevant training and development
  • Be more productive and efficient by reflecting on learning, gaps in our knowledge, experience and planning action accordingly
  • Keep up to date with legislation changes and industry developments

Allen Tomas & Co is one of only around 900 firms in the country which has attained corporate chartered status for the firm itself, and both of our directors are in the top 8.3% of members to be granted the title of Fellow of the PFS, as recognition of the pinnacle of professional qualification for financial advisors. We also actively encourage all our staff to develop their skills and knowledge through CPD, and fully support them in their study.
Location: Saint Nicholas Court 6 Church Lane Dersingham, King's Lynn, Dersingham, King's Lynn PE31 6GZ, UK

Comments

Post a Comment

Popular posts from this blog

Budget 2021 – Small Business Owners

The planned increases to Corporation Tax Rates and what these mean for small business owners. Who will be affected? The corporation tax ‘main rate’ (currently 19%) is scheduled to increase considerably to 25% by April 2023. A new ‘small profits rate’ is also being introduced for business which make less than £50,000 profit a year. The main rate will be applied to businesses making more than £250,000 profit a year, with a ‘tapering’ of the two rates between these amounts.  Those companies under this lower £50,000 threshold will find themselves relatively unaffected by the new measures.  Businesses which find themselves between these rates will arguably be affected worst, having smaller profits to pay the extra tax from. For these companies, particularly which find themselves just over each of the limits announced, or indeed the tapering limits yet to be confirmed; additional tax planning will become an essential exercise going forward. Fortunately, these same companies will have more op
Read more

Chartered Financial Planners

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Allen Tomas & Co Financial Management Ltd. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings. As the premier professional body for the insurance and financial planning professions, the CII promotes higher standards of integrity, technical competence and business capability. With over 120,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to these sectors. Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and subscribe to the standards associated with profess
Post a Comment
Read more

Inflation

United Kingdom Inflation Rate 1989-2018 The UK consumer price inflation eased to 3 percent in December 2017 from a near six-year high of 3.1 percent in the previous month, as widely expected. Prices rose at a softer pace for transport, recreation and culture, housing and utilities, and food and non-alcoholic beverages. Inflation Rate in the United Kingdom averaged 2.58 percent from 1989 until 2017, reaching an all-time high of 8.50 percent in April of 1991 and a record low of -0.10 percent in April of 2015. Consumer prices index (CPI) is the government's preferred measure of inflation. It is used for international comparison and the government inflation target for the Bank of England Monetary Policy Committee. It is available as an index from January 1997, with estimates back to 1988. It excludes mortgage interest payments and council tax. As of the 2010 budget, CPI as part of the triple-lock, is used to index state pensions in place of RPI. Why is inflation important? Keep
Post a Comment
Read more