CPD

All CPD content

What the FCA’s business interruption case means for your business

Describe some of the main conclusions of the business insurance test case
Identify clauses under which a business can claim
Describe the ruling over business closure

Overcoming some of the challenges with ESG investing

Describe some of the challenges adviser face with the next generation
Identify the challenges behind advising on ESG investments
Explain some of the difficulties with the ESG concept

Guide to client recruitment during the pandemic

Describe some of the advantages and disadvantages of remote advice
Identify sources of new client generation
Explain how providers have adapted

Solving the global dividend puzzle

Explain why dividends have been falling around the world
Describe a capital intensive business
Identify areas of growth

Trusts can protect family assets through the generations

Describe some of situations that can be prevented with assets being held in trust
Identify the reasons why trusts protect assets in the event of divorce or widowhood
Explain how assets in trusts can be used

How to cope with the Lifetime Allowance

Explain how the lifetime allowance charge operates
Identify the key issues a pension scheme member should consider
Describe how the LTA affects individuals

Sustainable Investing

Guide to sustainable investing

Describe some of the challenges over sustainable investing
Identify the reasons for the valuation of companies with high ESG ratings
Explain some of the pitfalls with ESG funds

How advisers can help clients prepare for Brexit amid uncertainty

Identify the key ways Brexit is likely to affect clients
Explain why paying attention to cyber security will be very important
Identify the actions advisers need to be carrying out now

How employee ownership trusts work

Describe how employee ownership trusts work
Identify some of the rules surrounding them
Describe how EOTs work for employees

Why prenups are taken more seriously

Describe the significance of the Radmacher case on prenups
Explain the significance of prenups
Describe why more people are using them

Guide to multi-manager funds

Describe how multi-manager funds have performed
Explain how the traditional asset allocation methods have broken down
Describe how multi-manager funds are trying to solve the income conundrum

How the new Job Support Scheme will work

Describe how the Job Support Scheme will work
Describe a drawback of the scheme
Identify an alternative for helping struggling companies

Does commercial property have a future?

Describe some of the problems facing commercial landlords at present
Describe some of the problems with the rent moratorium
Explain how to find a good property investment

Can your client now claim for business interruption?

Describe the implications of the test case with insurance companies
Explain under what clauses you can claim for business interruption
Identify a way to mitigate the impact of Covid-19

Guide to advising clients with mental ill health

To understand what the FCA's work on vulnerability means for clients with mental ill health.
To be able to hold difficult conversations with client.
To be able to research the market to get the best outcome for clients.

Smaller companies are offering opportunities

Describe some of the advantages of investing in small cap stocks
Explain why there is more liquidity
Identify the reasons smaller companies can pay dividends

The risks and dangers of cryptocurrencies

Describe some of the risks associated with cryptocurrencies
Identify what companies have to do if they are involved with cryptoassets
Explain what companies have to do to protect themselves from internet criminals

Understanding ESG terminology

Describe the terminology used in the ESG eco-system
Explain the impact of regulatory changes on ESG investment products
Describe the concept of greenwashing

How mortgage payment holidays work

Describe how the mortgage payment deferrals system works
Explain the impact of mortgage payment holiday on one's creditworthiness
Describe how long the mortgage payment holiday will last

How your client may be affected by FATCA

Describe what FATCA and CRS are
Explain what due diligence is involved
Identify which kinds of product are affected by the rules