CPD

All CPD content

When is the right time to advise clients as couples or individuals?

Ascertain when to see clients as couples or individuals
Identify why some clients might want individual help
Explain the benefits of joint financial planning

What do the US elections mean for investors?

Describe the impact of the US election on equities
Identify which are the strongest areas of the US stock market
Describe why investors are optimistic about the US economy

How CGT might be reformed

Describe some of the challenges with the current CGT system
Identify how the system could be reformed
Explain the limitations of Entrepreneurs' Relief

How can modern economic theory inform the recovery?

Explain the the current state of the UK economy
Identify the implications of high government debt levels
Describe how MMT differs from other economic strategies

The future of US equities

Describe what the US election outcome could mean for investors
Explain the place of US equities in a balanced portfolio
Describe the impact of ESG considerations on US equities

What to look for in a private equity investment

Identify some of the most important aspects of private equity investment
Explain how to do due diligence on the investment
Describe how to protect the investor from it going wrong

The implications of AI and human decision-making

Describe the implications of the Uber AI case for financial services
Identify the GDPR implications of using AI
Explain what automation bias is

How to outsource your clients' ESG requests

Describe some of the challenges advisers face over ESG investing
Identify the ways in which advisers can outsource this process
Explain where this drive towards ESG investing is coming from

How to get Covid-19 self-employed support scheme claims right

Identify recent changes to the government's support schemes
Explain HMRC's approach to investigating grant and loan applications
Explain how applicants should engage with HMRC

How to manage negative returns

Describe some of the challenges with managing clients' expectation over market returns
Explain how to manage the role of advice
Describe the benefits of financial advice

How to help clients make a drawdown transfer

Explain the required conditions for doing a partial or full transfer
Explain how to transfer crystallised pensions
Explain how statutory permissive override works

Guide to European equities

Describe some of the fundamentals of investing in European equities
Identify what counts as defensive in European equities right now
Explain how technology stocks are behaving right now

Business Support

How to reach unadvised clients

Identify the different client groups
Explain how advisers can appeal to future clients
Explain the impact of technology

How to manage your CPD

Describe what CPD can bring you
Identify the hours of CPD you have to put in
Describe how to manage your CPD with home working

A shock is in store for international divorcing couples

Describe some of the consequences of the end of the transition period on international divorces
Explain why this is the case
Identify what a petitioner should do if considering divorce

Critical Illness

Guide to the changing face of protection cover

Identify how provider offerings have evolved
Explain how adviser and client attitudes have changed
Identify ways in which technology has impacted protection

Hunt for Income

Can investment trusts save income investors?

Explain the real-life impact of dividend cuts on income investors
Identify features that allow investment companies to smooth income
Explain how an investment company’s revenue reserve works

Handling vulnerable clients who want equity release

Describe some of the challenges over recognising vulnerability
Identify the importance of the client's family
Explain the FCA's stance on the issue

Preparing your clients for a K shaped recovery

Describe the different possible outcomes for the UK economy
Explain the implications for the economy of a K shaped recovery
Identify the implications for investors of a K shaped recovery

A guide to ESG and responsible investing

Explain how due diligence works
Explain the likely impact of regulation
Identify future risks for the ESG sector