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PDPs are a key tool for demonstrating your compliance with the Financial Markets Conduct Act 2013 (FMCA), Code of Professional Conduct for Financial Advice Services (Code), and other legislation and regulations.

This handbook provides full guidance including a simple-to-use methodology for managing CPD and an example PDP (professional development plan) which can be customised.

The purpose of the CPD handbook and PDP is to provide you with the information and tools you need to succeed when it comes to CPD.

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