CPD

All CPD content

Guide to Multi-Asset investing

Describe the advantages of using multi-asset funds
Identify the ways they can be used to mitigate sequencing risk
Describe how people are allocating assets over the next ten years

Continued IFA consolidation leads to landscape change

Describe some of the challenges involved with selling a business
Describe how a firm gets valued
Identify some of the precautions advisers have to take in this context

How to fix UK productivity

Identify the causes of the UK's productivity problems
Describe how the UK workforce could be more motivated
Identify ways to help with the UK productivity problem

DB transfers: when to go ahead

Identify the significance of suitability requirements when assessing for DB transfers
Describe when you should and shouldn't make a transfer
Identify the importance of capacity for loss in DB transfers

How to invest with an impact

Identify the difference between impact and ESG investing
Describe some of the main points of impact investing
Identify the consequences of impact investing

Investing in your child’s future

Describe the different ways a parent can open an account for their child
Describe some of the advantages and disadvantages of a Jisa
Identify how an investment account can be opened for a child

How to split the pension on divorce

Identify the challenges of splitting pension under divorce proceedings
Describe the different ways pensions can be treated in the financial settlement
Highlight some of the pitfalls to be avoided in this process

How to save for university costs

Describe the importance of saving for children's university costs
Identify the various means of saving
Describe the advantages of saving via an investment fund over a savings account

Guide to boosting retirement income

Describe different ways a client can boost their retirement income
Identify how clients can use different products
Describe some of the risks associated with these products

Entrepreneurs should diversify

Identify ways that entrepreneurs can diversify away from their main business
Describe why a businessman should diversify
Describe the advantages of liquid assets

Have you got your centralised retirement proposition?

Identify the differences between Centralised Retirement Proposition and Centralised Investment Proposition
Describe what ability to bear loss means
Describe some of the risks you have to take account of with centralised retirement propositions

The benefits of setting up a trust

Describe the different types of trusts
Learn about the key advantages of setting up a trust
Identify the different situations in which trusts can be useful

Global Emerging Markets: Does EM narrative still make sense?

Gain insight into emerging market funds
Learn about their performance
Grasp the headwinds facing the sector

DFMs still grappling with regulatory overhauls

Learn about how DFMs are faring
Grasp the impact of new rules on the sector
Gain an understanding of what DFMs are focusing on

Inheritance Tax

Guide to intergenerational planning (part II)

Describe the level of nil rate bands
Identify some of the challenges of passing on wealth through the generations
Describe ways of using pension and other wealth for descendents

The role of multi-asset funds in a volatile environment

List the diversification benefits of multi-asset funds
Describe what investing in a multi-asset portfolio entails
Explain the risks of multi-asset funds

New horizons for financial advice

Understand how advice is changing
Learn about the effect of new techologies
Gain an understanding of the challenges

Is it time for advisers to depart platforms?

Learn about the replatforming problems firms have been facing
Gain an understanding of the forthcoming regulatory changes
Learn about how the platform market has been performing

How to advise divorcing clients

Describe the different pension sharing options available to divorcing clients
Identify the tax risks and common issues faced when sharing pensions, property and other assets
Describe the key elements of divorce law to be able to communicate these to married clients.

Income Protection

What can the industry do over protection?

Describe the importance of people taking out income protection
Identify some challenges with vulnerable clients
Describe the impact that mental health issues have on a client