CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours for each course   

CPD registration number: IOB125 - IOB177 - IOB181 - GiE2024090005

Package description

Pre-retirement - why is a RA the “best” solution? (Professional knowledge)

Learners will gain sufficient knowledge and understanding of a retirement annuity and why it is regarded as one of the best solutions for pre-retirement saving.

The following topics are covered:

• What is a retirement annuity (RA)?
• Frequently asked questions from clients
• Features and benefits of retirement annuities
• Case study
• Advisor tips

 3.5 CPD Hours


Build better relationships with your team (Professional skills)

In this course, you’ll learn how being a better team member and employee can help you foster better working relationships. You’ll also analyse the role you play in strengthening or weakening your workplace relationships with the help of some do’s and don’ts. You’ll also learn how to repair a relationship that’s been damaged.

The following topics will be covered in this course:

• Fundamentals of strong co-worker relationships
• Fundamentals of strong employee-manager relationships
• How to be a better teammate/employee
• Damaging behaviours
• What if I don't like my co-worker?
• How to repair a broken work relationship
• A case study

3 CPD Hours

Complaints management (Regulatory & Practice standards)

Understand the complaint process by clients and how to manage it as required by the regulator.

The following topics will be covered in this course:

• The Treating Customers Fairly principles most relevant to complaints handling, particularly TCF
• Outcome 6: Customers do not face unreasonable post-sale barriers imposed by firms to change
• product, switch providers, submit a claim or make a complaint
• Role players that count as potential complainants in terms of the General Code of Conduct
• The guiding principles to which a complaints management framework must conform
• Possible complaints outcomes
• The categorisation of reportable complaints and the analysis required
• The requirements for communication around complaints
• Requirements concerning interaction with Ombud offices

3 CPD Hours

A guide to workplace professionalism (Ethics)

In this course, you’ll learn the basics of professional behaviour at work with examples of do’s and don’ts in real-world scenarios. You’ll learn the fundamentals of professional communication, whether through emails, phone calls, or other formal and informal situations. When finished, you’ll understand how to build professionalism into every aspect of your job.

The following topics will be covered in this course:

• The fundamentals of workplace professionalism
• How to correspond professionally with clients
• Phone etiquette for professionals
• Formal vs. informal communication

3 CPD Hours