CPD | Knowledge centre | Adviser | The Exeter

Protection and health CPD for advisers

Explore our dedicated CPD hub, tailored for financial advisers focusing on the insurance and protection sector.

 

CPD is split into two areas:

Structured – this is an activity that gives stated learning outcomes which are designed to help you achieve a specific learning need. Examples of this type of CPD include formal training courses/webinars, conferences and professional exams.

Unstructured – this is classed as a learning activity that hasn’t specifically been designed to meet a development need, but has fulfilled a learning outcome. Examples of CPD could include events, reading industry papers and publications.

For more about the different types of CPD, please visit the CII's CPD website.

More CPD

18/07/2025

COVER, Talks…Protection. It’s time to change the narrative

In this session, our Director of Distribution and Marketing, Steve Bryan, joins COVER’s Cameron Roberts and guests to discuss how protection strategies must evolve to address the diverse needs of today’s clients. 

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COVER, Talks…Protection. It’s time to change the narrative

05/12/2024

Unlock the power of Behavioural Economics in protection conversations

In this insightful session, Nick Clifton, Customer Experience Manager at Swiss Re, joins Jamie Page, Head of Protection Distribution, to discuss how behavioural economics can help you get more out of your protection conversations.

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Unlock the power of Behavioural Economics in protection conversations

05/03/2024

The value of value-added services

In the third and final of our value-added services sessions, Jamie Page, Head of Protection Distribution at The Exeter and Andrea Ryan, Senior Account Manager at Square Health, discuss consumer perceptions of value-added-services as well as the benefits for your clients.

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The value of value-added services

28/02/2024

Meet Paul: A Square Health counsellor and psychotherapist

In the second of our value-added services sessions, Paul Biddulph, a Square Health counselor, delves into mental health sessions and client assessments, alongside HealthWise usage insights from Andrea Ryan.

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Meet Paul: A Square Health counsellor and psychotherapist

21/02/2024

The doctor will see you now: all you need to know about Remote GP services and Health MOTs

In the first of our series of value-added services sessions, Square Health GP, Dr Morven Telling, discusses the importance of Remote GP services and examines how the new Health MOTs work in practice.

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The doctor will see you now: all you need to know about Remote GP services and Health MOTs

11/12/2023

What’s important to consumers when it comes to insurance?

Jamie Page explores insurance perceptions across ages, joined by Emma Astley, CoverMyBubble's Managing Director, sharing practical business tips in a 30-minute webinar.

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What’s important to consumers when it comes to insurance?