CPD

All CPD content

Course on workplace pensions

Guide to workplace benefits

  • Describe some of the trends in workplace pensions
  • Identify ways to help lower earners using a net pay arrangement
  • Explain the proposed future for the pensions regulators
Approx.60min

Course on workplace pensions

Guide to workplace pensions and the cost of living

  • Describe some of the challenges the cost of living is imposing on pension saving
  • Identify ways to mitigate this
  • Explore how those in retirement might also be affected
Approx.60min

Course on workplace pensions

How accessing workplace benefits has evolved

  • Explain how workplace benefits have evolved
  • Describe how employers can help introduce staff to workplace benefits
  • Identify ways to protect the death-in-service benefit from the lifetime allowance
Approx.30min

Protection

The benefits of executive income protection

  • Describe the advantages of using executive income protection
  • Identify the payments that it covers
  • Explain what proportion of the employee's income it pays
Approx.30min

Talking Point

What are the next gen tech opportunities for investors?

  • Understand the concerns that exist around investing in new technology
  • Explain how geopolitical risks can affect tech development and availability
  • Explain impact of cost of living crisis on tech innovation
Approx.30min

Talking Point

Digital infrastructure is of critical support to next wave of tech

  • Understand the emerging trends with the next generation of technology
  • Explain the opportunities and risks it presents to investors
  • Explain how advisers can gain exposure to the next wave of tech investments
Approx.30min

In Focus: Fixed income

How to find value in bonds right now

  • Describe the challenges facing the fixed income market right now
  • Highlight opportunities in fixed income currently
  • Explain what role bonds continue to play in portfolio construction
Approx.40min

Despatches

How to build a diversified bond portfolio

  • Describe the challenges of the bond markets
  • Identify the dynamics of the gilt sector
  • Explain some of the fundamentals of high yield bonds
Approx.30min

Pensions

Navigating block transfer rules

  • Describe challenges that have emerged with block transfers
  • Identify restrictions on partial transfers
  • Explain a reason for using block transfers now
Approx.30min

Protection

Value-added services will be key in providing fair value

  • Describe the impact of the consumer duty on value-add services offered by providers
  • Explain how providers should treat vulnerable customers
  • Identify when they should be proactive
Approx.30min

Protection

Are menu plans a clean solution for the CI or IP argument?

  • Describe how menu plans work
  • Identify some chief difference between them and individually held policies
  • Explain some key facets relating to the case study
Approx.30min

Vantage Point: Investing for Alpha

What are the economic consequences of govt's energy policy?

  • To understand how the government's energy policy impacts economic growth
  • To understand how the inflation outlook may have changed
  • To discover how the government's policies may impact interest rates
Approx.30min

Equities

Guide to thematic investing

  • Understand key principles behind thematic investing
  • Understand how to manage volatility
  • Understand how to benchmark thematic funds
Approx.60min

Vantage Point: Economic Outlook

Investment vs inflation risk: the importance of staying invested

  • Explain the impact of inflation on portfolios
  • Identify the current risks in one's portfolio, given high inflation
  • Describe the kind of approach investors should take with their portfolio
Approx.30min

Protection

How relevant life plans can help future-proof your business

  • Describe how relevant life plans work
  • Identify some limitations of RLPs
  • Explain the advantages of RLPs
Approx.30min

Regulation

Guide to the consumer duty

  • Explain how firms will approve and review products and services
  • Explain the obligations of groups in the distribution chain
  • Understand how firms need to communicate to different customer groups
Approx.60min

Investments

What clients need to know about bonds

  • Explain what a bond is and how it works
  • Summarise the effect that interest rate rises have on the bond market
  • List the various risk factors that affect bond investments
Approx.60min

Intergenerational Wealth CPD course

Guide to passing on wealth after you die

  • Describe how to set up an estate properly
  • Explain how to pass on a business
  • Explain how pensions can be used in IHT planning
Approx.60min

Discretionary Management

Guide to MPS and outsourcing to a DFM

  • Explain the consequences of an adviser outsourcing to a DFM
  • Understand how to manage client risk
  • Explain how the forthcoming income rules on
Approx.60min

Investments

Guide to finding value in US equities

  • Explain how the present valuation levels in the US market compare globally
  • Understand the outlook for the mid and small cap parts of the US economy
  • Explain how the macroeconomy impacts the US equity market
Approx.60min
Load more…