"Not always an area advisers see as adding value but an essential part of a firms continued professional development, streamlining how managers, advisers, admin support staff access and complete CPD and ongoing training is key in keeping on top of your staffs annual competency..." 

We help firms use technology that can save further time and money.

It is important to ensure that a firm and its advisers have a strong framework in place and ethos around continued professional development (CPD) as well as a robust centralised system in place to log all CPD using technology to enhance its effectiveness. 


To help support this Acutus™ helps firms build their own centralised CPD system setting out a yearly training programme for its staff relative to their status and role with supervisory permissions to manage staffs monthly CPD completion.


Let's take a look at some of the innovative elements and features within our CPD and training modules :-

  • 'Your CPD' - A portal for all staff that sets out a programme of specific training modules and assessments.

  • Setting criteria - CPD module frequency, duration per CPD module, pass marks, actions on failure, feedback function, notifications to managers. 

  • Revision material - staff specific and alternative material for staff looking to expand knowledge.

  • Supervisor courses.

  • SM&CR.

  • Regulatory updates & events.

  • T&C Management.

  • Training events.

  • CPD events.

  • Investment events.

Call today to speak with a member of our business support team, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service !

Need more information? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Acutus™ Financial Solutions Ltd is registered in England and Wales no. 11580419. Registered office, Acutus House, Head Office, 178 Lancaster Road, Carnforth, LA5 9EF. Vat no 306064729.

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at financial services companies that provide services to retail consumer (not consumers themselves) based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.


If you wish to register a complaint, please write to us at the address above or email us at


A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 0234 567.

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