New Content


At Competent Adviser we are passionate about providing you with the tools you need to create CPD journeys that can be tailor-made to match the needs of your staff and advisers – whether that be Gap Analysis tests designed to identify areas of knowledge weakness and create bespoke learning journeys at the click of a button, Computer Based Training programmes to bring regulation alive or Personal Development Programmes to make learning easy.

We had a great response when we launched the original library last year and, as we are always on the look out for ways in which we can improve the service we offer, are delighted to announce that we have added 5o new programmes to this exciting feature, including new topics such as Pension Transfers, Trusts and Taxation. 

Designed to test understanding in a ‘real life’ environment, each of the 85 modules contains a client-based case study and a range of thought provoking questions, and is estimated to be easily completed with a 30 minute timescale.  Making them ideal for the busy professional seeking to enhance their knowledge in as time-effective way as possible.

To find out more contact our Help Desk on  01306 711956


With the SM&CR now live, you need to ensure you are fully up to date with the requirements expected of you within this new regime.

Our interactive, user-friendly SM&CR CBT programme is designed to enable you to demonstrate your understanding of:

  • The reasons why SM&CR was introduced
  • The core elements of SM&CR
  • The Certification Regime
  • The Code of Conduct
  • How SM&CR applies to different types of firm
  • The Senior Insurance Managers Regime

To find out more about how this and our many other interactive regulatory focused CBT programmes please contact our Help Desk on 01306 711956

  • Please send me updates on Financial Services legislation.