Professional Development Plan (PDP) Creator

Use this page to create your annual Professional Development Plan (PDP). 

Once you have completed and submitted this form, you and your manager will receive a copy of your PDP in the form of a PDF.

Introduction

PDPs are a key tool for demonstrating your compliance with the Financial Markets Conduct Act 2013 (FMCA), Code of Professional Conduct for Financial Advice Services (Code), and other legislation and regulations.

All MTG / Mortgage Lab Advisers (staff or contract) are required to complete a Professional Development plan annually. The learning activities described in the plan should ensure that advisers maintain competence, knowledge and skill for the advice they provide. Our Professional Development approach requires advisers to attain a minimum of 40 hours relevant CPD every year.

Note – Throughout the CPD period (one year) advisers are required to attend our weekly adviser team video conference calls for business and supplier updates. We will allocate 0.5 CPD hours per session up to a maximum of 20 CPD hours per annum for attendance at these sessions and record attendance via MoPro.