We all know T&C (Training & Competence) is a crucial part of financial services, but let’s be honest—does it really add value, or is it just another box-ticking exercise? In this episode, we explore how T&C can become an integrated, engaging, and even enjoyable part of your business.
One key element of T&C is ongoing development, often achieved through the standard 35 hours of CPD via webinars, conferences, and online courses. But what if we looked beyond financial services and found more imaginative ways to develop ourselves?
This year, I set myself a challenge: to make CPD more meaningful by incorporating my personal passions. As a paddleboarding instructor, I recently progressed my hobby into a coaching qualification. The experience taught me valuable coaching skills that have enhanced both my personal growth and the service I offer to clients.

In this episode, we discuss:
✅ Why T&C often feels like a compliance exercise rather than a development tool
✅ How thinking beyond finance can transform the way we approach CPD
✅ The power of learning new skills in unexpected places
✅ Practical steps to make T&C work for you and your team

If you’re looking for fresh ideas on making T&C more valuable, engaging, and impactful, this episode is for you.