Q2 Protect Newsletter 2023

Many of you will be very familiar with our award-winning CPD Academy, and our Test Zone that sits within this. In fact, we have over 3,000 individuals registered to use the Academy now, and those users have recorded over 48,000 hours of CPD – that’s almost five and a half years’ worth! For those of you who don’t know, the Academy is free to use and allows you to access a vast range of CPD activities to complete, as well as then record these and keep track of where you are up to at any given point in the year. You can also record any other CPD completed outside of the Academy easily as well. We know that there are similar services available in the market at a cost, if you are currently paying to access this service elsewhere, why not try accessing the CPD Academy for free to see how it compares and whether you could make a saving for your business? There are hundreds of activities available on the Academy, catering to all different types of advisers including mortgage and protection brokers, IFAs and wealth management firms. The topics covered include: • Mortgages • Pensions • Investments • Protection and General Insurance • Taxation and trusts • Financial planning We have also recently added an ‘ESG’ badge which allows you to identify content which is relevant to those looking to increase their understanding of this important framework and perhaps how you can make positive changes within your business. In addition to the CPD Academy, we also offer a paid-for Test Zone which sits within the Academy. We launched this area in September 2020, in response to the requirements for advisers to be certificated as ‘fit and proper’ to perform their role. The Test Zone now contains 14 tests that can be used to demonstrate competence in the following areas: • Anti-Bribery and Whistleblowing • Anti-Money Laundering - Module 1 • Anti-Money Laundering Module 2 - Duties of the MLRO • Certification • Code of Conduct (COCON) • Complaints Handling • Conflicts of Interest • GDPR: Understanding your obligations - Module 1 • GDPR: Understanding your obligations - Module 2 • General Insurance - Product Knowledge Test • Mortgage Fraud • Protection - Product Knowledge Test • Senior Manager & Certification Regime (SM&CR) • Vulnerable Clients This has become a core element of many firms’ training and competence plans, and over 11,000 tests have been passed since we launched! If you’re interested and would like to find out more, or to arrange licences, please get in touch with your dedicated Relationship Manager. You can click here to find who your Relationship Can we help support your CPD requirements? 16 SUMMER PROTECTION NEWSLETTER Riona Mulherin Director of Marketing & Operations Paradigm

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