SBG adviser CPD learning programme receives formal recognition from the Institute of Financial Services

→ Sesame Bankhall Group’s (SBG) adviser learning support programme has been officially CPD recognised by the Institute of Financial Services.

This independent recognition was achieved following a robust assessment process and demonstrates the quality learning support being delivered to our members.

The Institute of Financial Services kitemark provides an additional incentive for advisers to participate in SBG’s comprehensive events programme, which includes its seminars and virtual events, along with the Sesame and Bankhall annual conferences.

This additional Continuing Professional Development (CPD) recognition enables advisers to clearly see the credits / hours that can be achieved linked to the learning events they attend, which assists them in their ongoing CPD requirements.

Lisa Winnard, Sesame Bankhall Group’s HR Director said:

Gaining this formal CPD recognition from the Institute of Financial Services further demonstrates the quality and value of our learning support, which is again proving to be hugely successful with our members. Over 4,500 advisers have already attended our seminars this year and a further 2,250 advisers have watched our virtual events. That adds up to 22,500 of CPD hours that have already been clocked-up by our members, with many more events still to come.

Through our compelling combination of technical content and skills-based training - delivered online and face-to-face – our members benefit from a comprehensive and high quality learning support programme that will help them to continue to meet the professional and regulatory challenges ahead.

Sue Wiggins, CPD Manager at the Institute of Financial Services, said:

As the UK’s leading financial educational body, the Institute of Financial Services is committed to helping advisers with their Statement of Professional Standing (SPS) CPD obligations and supports any endeavour that will assist in this aim. SBG has demonstrated its commitment to providing its members with a comprehensive CPD programme that is easy to follow and aims to satisfy RDR CPD requirements. The Institute has formally recognised the SBG learning programme as meeting the FCA and Institute's standards for on-going CPD required by retail investment advisers. The programme provides technical content, practical application and caters for a variety of learning styles.


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Sesame Bankhall Group Limited, company number 3573352. Sesame Limited, company number 2844161. Sesame Services Limited, company number 2338540. Bankhall Support Services Limited, company number 2785381. Sesame General Insurance Services Limited, company number 01902998. Premier Mortgage Service Limited, company number 05011650. Each company is registered in England & Wales with a registered office at Pixham End, Dorking, Surrey, RH4 1QA. Bankhall Support Services Limited and Sesame Limited are authorised and regulated by the Financial Conduct Authority. Sesame General Insurance Services Limited and Premier Mortgage Service Limited are appointed representatives of Sesame Limited.