IF YOU GIVE FINANCIAL ADVICE THE RDR AFFECTS YOU.

If you want information in plain English and an up-to-date informed view on critical areas you should find the answer here. If you don't call us.

 In 2011 the final picture is settled and we know which qualifications will allow you to give advice after the 1st January 2013. The rules for people at different stages of their exams and with pre or post RDR qualifying papers have been set.

Confusion is easy in this area!! Where to start? What exam should I take and how do I maintain this level? Just some of the questions we are answering every day. Make your first port of call our Q&A section. 

To make life easier for those in compliance or training responsible for re-designing the T&C policy and procedures you will find summaries of FSA Consultation Papers and Policy Statements. There are some key changes in rleation to CPD and Statements of Professional Standing (SPS) you need to make as well as catering for new entrants and those that fail to meet the deadline.

Experience Counts! You may have read about a work based assessment that CTP have developed with the National Skills Academy (NSAFS) and the Chartered Institute of Bankser in Scotland (CIOBS). This provides an alternative way of achieving a Level 4 qualification without a formal examination. To read more about this click here.

CTP is a well established training and consultancy provider to the financial services industry. We work closely with examining bodies and clients ranging from individual IFAs to Wealth Managers, Stockbrokers and Banks.

Our RDR website has been a valuable source of independent, clear and insightful information for clients and others since 2008. We can help you and your advisers to remodel your approach to evidencing competence now and in the future.