Quarter 1 Resources
Welcome to your Q1 Professionalism & Ethics CPD resources for 2024. Change is a given in financial services but embracing lifelong learning and acquiring new knowledge and skills will help you develop a sustainable career in banking. We’re delighted to support you in this with our Q1 learning options. You can also refer to our online brochure 'Where will your career take you?' to find out more about what activities you can record as part of your continuing professional development.
What do I need to do?
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Review the options below and select the activities you would like to complete
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Aim to complete between 30 – 60 minutes of these activities this quarter
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Important! Complete your CPD training log to demonstrate that have completed your CPD
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Q1 CPD Resources
Talking about mental health at work
When it comes to mental health, it’s important managers encourage an open environment. Career coach Lucy Gleeson shares her tips on how managers can have conversations around mental health.
Are leaders born or made?
According to most psychologists, leaders are “mostly made.” The ability to lead, motivate, and direct a group of people requires a complex set of skills, which are mostly acquired through experiences and self-development.
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In search of a fairer, cleaner financial world
The inclusion of multiple perspectives in product design is essential to create accessible and inclusive offerings. Banks should feel empowered to challenge themselves to ensure they are keeping their customers’ best interests at heart.
Talkin’ ‘bout that generation
Once described as the ‘Me, Me, Me Generation’, older millennials have more than come of age. Here, we examine their situation and highlight what action banks and Professional Financial Advisers should be taking to gain their trust – and custom.
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Personal Resilience
Resilience is the capacity to rebound from challenges, to flex without breaking amid intense stress. Answering the following questions will help you explore your resilience and factors shaping your stress responses.
Retail banking Consumer Duty multi-firm work | FCA
The Consumer Duty, effective from July 31, 2023, is integral to the FCA's 3-year strategy, assessing higher standards. This report highlights key findings from the review of banking firms' implementation of the Duty.
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The importance of taking breaks
This webinar explores the frequency and lengths of breaks you should be taking to ensure high levels of wellbeing and productivity during your working day.
Leading people through change eLearning module
Understand the importance of leading people through change well and be confident in knowing your responsibilities to support your team in this 25 minute e-learning Workday module.
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Consumer Duty
The Consumer Duty, effective from July 31, 2023, is integral to the FCA's 3-year strategy, assessing higher standards. This report highlights key findings from the review of banking firms' implementation of the Duty.
BBC Money Box: Surviving or thriving? Households
Surging costs affect all, but impacts vary among social groups. Be it high earners or low-income households, who's making a budgetary difference, no matter how small? How do people assert control over their finances?
BBC Money Box: QR Scams and Bank Account Access
QR code scams surged nearly fourfold in under three years, as per data from City of London Police via Action Fraud. The Chartered Institute of Trading Standards cautions that reported cases likely represent only a fraction of the actual incidents.
Vulnerable Consumers
There isn’t a typical “vulnerable” person - and people who others see as “vulnerable” might not view themselves in that way. These scenarios consider cases referred to the FOS.
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Delivering on our Duty
Since July 2023, many in financial services adhere to the Financial Conduct Authority's (FCA) Consumer Duty. Join our interactive webcast exploring Duty scenarios, enabling audience members to engage with live situations alongside our panel.
Understanding neurodiversity and supporting consumers in a technologically advancing world
In this webcast, we welcome guest speaker, Andrew Whitehouse, TEDx speaker and author, who will offer his insight on neurodiversity and how banks can support their neurodiverse consumers in the physical and digital space.
Financial Planning - What is it?
Understand what Financial Planning is, the importance of having a plan in place for ourselves and our customers and the risks of failing to plan in this 60 minute e-learning Workday module.
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Lending skills
Access various learning resources to enhance your credit and lending skills and expand your business knowledge
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