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CPDANDFEEDBACK
CONTINUING PROFESSIONAL
DEVELOPMENT (CPD)
Intelligent Partnership has achieved
accredited status for AiR 2014 from
the Institute of Financial Planning (IFP),
Chartered Insurance Institute (CII) and
Personal Finance Society (PFS).
Members of these professional
organisations represent the majority of the
insurance and financial services industry.
Readers of the industry report can claim
one CPD hour towards their scheme for
each hour spent on the report, the CPD
hours claimed should reflect the length
of time spent studying the material.
The review process included an assessment
of the technical accuracy and quality of
the material against CPD Accreditation
standards. Achieving the recognised
industry standard afforded by these
organisations for this report, and our
training, demonstrates our commitment
to delivering only balanced, informative
and high quality content to the financial
services and investment industry.
In order to obtain CPD and meet
accreditation standards, readers must
complete a short questionnaire and
provide feedback on the report. This
includes fifteen multiple choice questions
to demonstrate learning and a feedback
form to assist in the compilation and
improvement of future reports.
To claim CPD please create an account and
complete the questionnaire by visiting:
FEEDBACK
Intelligent Partnership actively welcome
feedback, thoughts and comments
to help shape the development of
this industry report, with a particular
interest on the topics readers would
like to be covered in more detail in both
interim and future annual reports.
This report is produced on an annual
basis and is compiled through conducting
research and surveys with investment
providers, financial advisers, wealth
managers and private investors within
the EIS industry. Greater participation,
transparency and fuller disclosure from
industry participants should help foster
best practice and drive out poor practice.
Feedback can be given by creating an
account on the dedicated report website or
via email:
Participation and feedback are
gratefully received.
