Earners of this badge are Financial Services Professionals who have attended a series of UK Finance CPD workshops, supported by The London Institute of Banking & Finance. The CPD programme is designed to equip all advisers with up-to-date information that will help them to support older customers with their financial needs in later life. The programme provides the knowledge to identify older customer needs, flag and signpost to the customer what they may need to consider in the advice process.
Complete viewing / participation of 6 UK Finance webinars linked to Later Life financial advice
Commit to ongoing CPD to assist in reaching regulatory; employer driven or personal development goals
Keep up to date with latest thought leadership for Later Life advisers
Reaffirm knowledge every 12 months