Nucleus launches CPD learning zone for advisers

Adviser platform group Nucleus has announced the launch of a new CPD learning zone for advisers.

It will be available to advisers and paraplanners who support all of Nucleus’s propositions: Nucleus Wrap, James Hay, Third Financial, Curtis Banks, and Talbot and Muir.

Advisers will be able to access Chartered Insurance Institute (CII) certified learning and development material to refresh existing planning knowledge, and learn more on technical subjects and upcoming regulatory changes.

The learning zone hosts a range of on-demand webinars and live event recordings, presented by Nucleus’s in-house team.

CPD certificates will be issued upon completion of modules through the learning zone, which can be accessed through Nucleus’s website.

The content covered includes structured modules in areas such as ‘An adviser’s guide to taxation of trusts’ and ‘Adding value to clients through effective planning’ modules.

There will also be series of updates focused on the lead up to the 2025 autumn Budget, as well as an analysis of what the Chancellor presents and its potential implications for financial planning.

“CPD is important to ensure advisers stay up to date in an ever-changing environment,” said Nucleus technical services director, Andrew Tully.

“As its likely many regulatory changes are on the near horizon, our new learning zone makes it even easier for advisers to get up to speed on key topics and feedback what they would like to learn more on, all while working towards their CPD goals.”

Nucleus marketing director, Stephen Wynne-Jones, added: “With Andrew Tully and his team we have some of the industry’s brightest and most knowledgeable technicians, who have decades of experience in helping advisers navigate the complex pensions and tax landscape.

“Our new learning zone provides a single platform to consolidate all the fantastic resources they create, wrapped around helping advisers with their continuous professional development.”



Share Story:

Recent Stories



FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.