CPE is changing for IPA members

Posted on Dec 15, 2023. by NTI

In an article that promises to be filled with acronyms, the IPA have announced new version of their CPE guidance as well as PII and Client Money Regulations.  All three become effective on 1 January 2024.

We have, of course, prepared three CPD Tap webcasts, one for each of the pieces of new guidance or regulations, which will be available for you at the Tap of a button on your laptop, tablet or phone today and early next week.

The new CPE guidance confirms the requirement for 25 hours structured CPE per year, which NTI will provide for you via CPD Tap and our in-house training days for you and your staff, all available in one neat package (Package 4 to be precise). 

The important changes in the PII and Client Money regulations will be covered in CPD Tap, but the urgent matters relate to Bank Trust Letters which you will need for client accounts.  The PII regulations will apply from your next renewal.

If you wish for NTI to cover any matters on CPD Tap, cover any required matters during in-house training sessions or to create bespoke packages (or for Neil to gift wrap it a la Rowan Atkinson in Love Actually), please contact us on enquiries@nti.co.uk and we would love to help you.

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