Your Compliance Officer. Your Personal Trainer. One Platform.
EDWiN handles the hard work of staying compliant and competitive—you focus on clients
The IFA Compliance Challenge
Regulatory Requirements Keep Expanding
The FCA’s expectations for independent financial advisers continue to grow. Consumer Duty obligations, ongoing competency requirements, and evolving regulatory standards mean you need continuous professional development—not just annual training courses.
- 35 hours of CPD required annually under FCA rules
- Consumer Duty demands demonstrable ongoing competence
- Regulatory changes requiring immediate knowledge updates
- Evidence required for supervision and compliance reviews
- Traditional CPD courses cost £500+ and take full days away from clients
Knowledge Gaps Put Your Business at Risk
In a rapidly evolving financial landscape—from pension reforms to ESG investing, cryptocurrency to changing tax rules—staying current is challenging. Yet giving advice based on outdated knowledge doesn’t just risk client outcomes; it risks your professional indemnity insurance, FCA authorisation, and reputation.
A single compliance breach or unsuitable advice claim can cost tens of thousands in fines and legal fees, not to mention reputational damage that takes years to repair.
Time Is Your Most Valuable Asset
Every hour spent on training courses, compliance paperwork, or researching regulatory updates is an hour not spent with clients. Yet neglecting professional development isn’t an option—your clients trust you with their financial futures, and you need to stay worthy of that trust.
Traditional CPD means sacrificing billable time, travelling to seminars, and blocking out entire days—all whilst compliance requirements and client expectations continue rising.
How EDWiN Solves It
Know More. Earn More. In Just 5 Minutes a Day.
EDWiN delivers bite-sized, AI-powered financial knowledge quizzes that fit seamlessly into your working day. Complete a quick quiz between client meetings, over morning coffee, or during lunch—and build demonstrable competency without sacrificing billable time.
- Micro-learning modules taking just 5 minutes each
- Covers all key regulatory areas: pensions, investments, tax, protection, mortgages
- Immediate feedback reinforcing correct knowledge
- Topics updated automatically as regulations change
- Better knowledge leads to better advice—and better client outcomes
Stay Ahead of Regulation for the Price of a Coffee a Week
At just £19.99 per month, EDWiN costs less than a single compliance training day—yet provides continuous, year-round professional development. Get FCA-aligned content, automatic regulatory updates, and complete CPD evidence logging for a fraction of traditional training costs.
- Unlimited access to comprehensive financial knowledge quizzes
- Automatic tracking and evidence for CPD requirements
- Regular content updates reflecting regulatory changes
- Cancel anytime—no long-term contracts or commitments
Your Clients Trust You with Their Future. We Help You Stay Worthy of It.
EDWiN maintains the continuous learning that underpins client trust and professional excellence. Our secure platform provides structured knowledge development, helping you stay current, confident, and compliant—so you can focus on delivering the exceptional advice your clients deserve.
- Structured learning paths covering all advice areas
- Progress tracking showing knowledge development over time
- Evidence for supervision, compliance reviews, and FCA audits
- Bank-grade security protecting your learning data
- Peace of mind that you’re maintaining professional standards
Affordable Excellence
Less than one coffee per week. A fraction of traditional CPD courses. Unlimited access to continuous professional development.
Compare to:
• One-day compliance course: £500+
• Annual CII membership: £300+
• Technical update seminars: £200+ each
Real Benefits for IFAs
✓ Compliance Confidence
Meet FCA CPD requirements with automatically logged evidence. Stay current on Consumer Duty obligations, regulatory changes, and industry standards—with complete audit trails for compliance reviews.
✓ Time Efficiency
Complete meaningful professional development in minutes, not days. No travel, no full-day courses, no sacrificing client time—just efficient, effective learning that fits your schedule.
✓ Knowledge Currency
Stay ahead of regulatory changes, market developments, and product innovations. Be the adviser who knows about pension rule changes, tax updates, and investment trends before clients ask.
✓ Client Outcomes
Better knowledge means better advice. Understanding current regulations, products, and strategies helps you deliver superior recommendations—improving client satisfaction and outcomes.
✓ Risk Mitigation
Reduce advice risk through continuous knowledge updates. Stay compliant with evolving FCA expectations, protect your PI insurance position, and safeguard your professional reputation.
Stay Compliant. Stay Competitive. Stay Client-Focused.
Join hundreds of independent financial advisers using EDWiN for efficient, affordable, continuous professional development that actually fits into your working day.
Cancel anytime • FCA-aligned content • Automatic CPD logging • £19.99/month after trial