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Webinars and online learning

Maintaining your CPD hours couldn’t be easier, wherever you are.

Webinars and online learning
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  • Staff Reporter
  • August 28, 2020
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IFA regulations: what you need to know

Ensure you meet the IFA regulatory requirements including continued professional development (CPD), professional indemnity (PI) insurance, anti-money laundering (AML) compliance as well as client money and alternate cover requirements with this free webinar. IFA head of practice standards, Tim Pinkney, shares knowledge gained over his eight year involvement with professional body regulation and monitoring, and provides all you need to know to ensure your practice stays compliant. Free.

Register at

IFA AML compliance

IFA director of professional standards Anne Davis provides an overview of the legal and regulatory framework, examples
of vulnerabilities facing the accountancy profession and some practical day-today requirements for robust anti-money laundering operations. Free.

Register at

What to expect from an IFA AML review

Andrew Tennant explains what is to be expected from an AML review. Andrew is an accredited expert in the field of money laundering methodologies and typologies for the National Crime Agency, a member of the Proceeds of Crime Lawyers Association and adviser on crypto-currency. He has been in the law enforcement arena for more than 23 years as a UK police officer, financial investigator, confiscator and tutor. Free.

Register at

Protect you and your clients’ data

Every standard, or unencrypted, email sent is vulnerable and therefore unsuited for use when transmitting sensitive company and client data. Mike Roberts, digital communications specialist with IFA partner Frama, and Jonathan Barber, IFA head of business development, look at the challenges and solutions to providing a secure email system to comply with ICO requirements. Free.

Register at

IFA Direct introduction

An overview of our educational programme, IFA Direct. IFA education manager Susan Divall provides details of how you can use the programme to obtain membership of the IFA, to obtain an IFA practising certificate or to use it for CPD purposes to enhance your knowledge in specific areas of accountancy or tax. Free.

Register at ifa-8803

Free Monthly Tax Review

Markel Tax are providing their Monthly Tax Review (MTR) webinar free to IFA members until September 2020. Every month the specialist tax consultancy team produces a MTR based on key tax developments from the previous month. These-60 minute webinars can be viewed anywhere as long as you have internet access.

Sign up at

Receipt Bank – The client conundrum: changing client habits

Peter Jarman and Rowan Van Tromp discuss the strategies and tactics they have used to transition clients from old to new technology, and how they have changed their clients’ habits. They share tips on creating processes for moving new and existing clients to the cloud, selling the benefits of the cloud to clients and tracking success. Free.

Register at

Companies House webinars

Companies House’s live and on-demand webinars are designed to provide quick and useful guidance.

Broadcasting a range of topics, such as:

  • starting a limited company and your responsibilities to Companies House and HMRC
  • how intellectual property such as patents, trademarks and copyrights can affect your business
  • guidance on starting a community interest company (CIC)
  • how to register company mortgages and other charges at Companies House
  • how to restore a company to the register

During live webinars, you can ask questions using the on-screen text box and their online team of experts will do their best to answer all your queries, or direct you to helpful guidance. Free.

Register at

Online learning

IFA Direct

IFA Direct is administered in partnership with CU Coventry. The programme comprises ten flexible online study modules including financial statements, internal controls and systems in a business environment, management information and advanced taxation.

Modules are studied over six weeks via a secure learning platform and provide:

  • Access to 30 hours of contact time with a tutor.
  • Online library.
  • Online weekly plan of learning and supporting learning materials.   
  • Discussion forums with other students. 
  • Self-guided learning.   
  • Test your knowledge quizzes. 
  • Understanding questions to assist you in revision for the end of module assessment. 
  • End of module written assessment including centre fees.   
  • Certificate on successful completion.

Cost per module and payment plan

Each module costs £770, which includes the student registration fee and all the features detailed above. We understand that sometimes it’s difficult to cover the cost of professional development. That’s why we off er a bespoke flexible, interest free payment plan that lets you pay for your studies in instalments before registration deadlines, meaning you can focus on your learning.

You can find out more about the programme at You can also contact the education team at [email protected] for further information.


Our partner Accountingcpd provides high-quality online CPD that will really make a difference to your career. You can choose from self-directed CPD courses, structured pathways, short bites of CPD or longer qualifications. Topics include: Accountant of the future; Data, digital & technology; Excel; and Emotional intelligence & relationship management.


You can pick and mix any five 4-hour CPD courses for just £275+VAT or choose from a range of suggested bundles. And IFA members get a 10% discount on every purchase.
Find out more at


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