PFE Bespoke

Many financial planning firms and their staff struggle to access a sufficiently broad range of quality CPD. It's mainly gathered from conferences, and may not cover enough bases to be considered "comprehensive".

PFE can build your firm a bespoke CPD plan comprising a wide range of financial planning topics: regulation, investment, pensions, protection, tax, and trusts. This is delivered via online learning and live training events.

The CPD featured involves blended learning (a mix of watching, reading, and doing) and is tailored for your firm.

We'll also arrange one-to-one meetings with each staff member every six months, to make sure they're sticking to the plan!

This can save firms time and money and

ensures the completion of sufficient professional, quality CPD.

• We provide all the CPD as a combination of online learning and live training events.
• You won't need to worry about keeping tabs on your staff's CPD, because we do this for you via half-yearly check-ins with each staff member, and provide you a comprehensive update report for your compliance records.
• Our fixed annual fees provide a certainty of cost for accounting and budgeting purposes.

The PFE online Learning Management System is a digital platform to access and record high quality online structured CPD.

Typically, your plan is supported by two (or more) private training days per year, on any subjects you like. These may be face-to-face, virtual, or a mix.

We provide the option of a mystery shopping service, so firms can truly see how their Advisers perform in real life.

Some organisations pay us to produce learning materials and training courses.

Learning materials (such as PowerPoint presentations and PDFs) can be produced to enable the organisations to deliver training themselves.

Full blended learning training courses (including videos, audio clips, PDFs, and case study-based assessments) can be produced to be uploaded to the organisation's intranet, website, or online Learning Management System.

This can save organisations enormous amounts of time, and ensures professional, quality content.

• We’re a qualification provider, so we understand the high standards of the Scottish Qualifications Authority (SQA). While our learning materials and training courses are not credit rated by the SQA, they have been designed to mirror its high standards.
• Our learning materials and training courses are fully bespoke to meet your needs across the full spectrum of financial planning subjects.
• Our fixed fees provide a certainty of cost for accounting and budgeting purposes.
• Our learning materials and training courses are interactive and practical.