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CPD Essentials

Tackling compliance one hour at a time

User-friendly adviser learning and development tool that is simple to use, delivered online and on-demand.

Available for single annual fee of £75 +VAT, (no hidden extras), providing 12 months unlimited access to the full adviser Continuing Professional Development (CPD) programme.* 

*CPD Essentials is not suitable for users of Financial ASSESS as the same technical learning content is present within both. If you currently use the CPD planning and recording tool available to PFS members please read the FAQs for further information, as there is currently no functionality to migrate information between CPD Essentials and this tool. 


  • 35 hours of relevant CPD content
  • Covers RDR level 4 learning outcomes in full
  • Satisfies SPS CPD requirement
  • Additional monthly updates
  • On-demand access
  • Automatic recording of CPD undertaken
  • Option to record activity undertaken outside CPD Essentials 

There are 28 individual e-briefing programmes (PDF) providing concise, current, straightforward guidance on each subject area.

*the actual number of hours that it would take to complete all the available learning via CPD Essentials will vary in practice according to the experience and ability of the user.

Monthly updates

Each month you'll gain access to an update providing a round-up of recent changes across 6 subject areas to ensure you are kept fully abreast of market developments. The content is created and maintained by subject experts, providing the latest key information needed by advisers, quickly and without fuss.


Following completion of each e-briefing you can undertake a short pre-set test covering the key learning points to allow you to gauge your knowledge as you progress with your CPD.  These typically comprise 10-20 multiple-choice questions depending on the e-briefing in question, drawn from a bank of more than 2,000 questions. This will indicate any gaps in your knowledge and highlight areas you need to brush up on using the learning content provided in CPD Essentials.

Planning & recording tool

Includes a planning and recording tool enabling you to create a plan for your learning. It automatically records time spent using CPD Essentials in a format suitable for FCA* and CII/PFS CPD compliance purposes. The record includes clear guidance on the amount of CPD undertaken, including a split between structured and unstructured so you know what you still have to do to achieve compliance. Any additional CPD activity you may undertake outside of CPD Essentials can be recorded to give you a single collated complete record.

*if you are a member of an accredited body other than the CII, we recommend that, prior to purchase, you confirm that they will recognise for CPD compliance purposes learning undertaken via CPD Essentials.

Further information

Contact us with details of your CPD Essentials enquiry, including your name and telephone number, and we'll call you back. Access CPD Essentials 

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Purchase CPD Essentials

Information 12 month licence to CPD Essentials online tool

  • Non-members £90.00
  • Members £90.00