CPD

All CPD content

Tax

What if your client wants to do a 'Megxit'?

  • Describe the challenges for those planning to move abroad
  • Explain what domicile means
  • Describe the other issues relating to those moving abroad
Approx.30min

Investments

Ethical demands on trusts creates problems

  • Explain how trusts came about
  • Describe the challenges of beneficiaries who want ethical investments
  • Describe the options available if there is conflict over ethical investing
Approx.30min

Mifid II

What advisers should have learned about Mifid II so far

  • Identify the main objectives of Mifid II
  • Describe how portfolio reporting works
  • Identify what advisers should be doing on fee disclosure
Approx.30min

Talking Point

Do markets care about geopolitical noise?

  • List the risks facing investors
  • Explain how the tensions may change fund performance
  • Understand which asset classes may be best to avoid investing in
Approx.30min

Regulation

What money laundering rules mean for crypto and trusts

  • Describe what the new anti-money laundering rules mean
  • Describe how crytpo-assets will be affected
  • Identify what will happen with trusts
Approx.30min

Investments

How to get your client's stolen money back

  • Describe what push payment fraud is
  • Explain what the banking industry is doing about it
  • Explain the relevance of the Quincecare case
Approx.30min

Equity

Guide to US Equities

  • Describe the dominance of US equities on global stock markets
  • Describe the impact of Federal monetary policy on US equities
  • Identify some of the challenges with investing in tech stocks
Approx.60min

Pensions

How clients can take pension benefits early due to ill health

  • Identify when and how clients can take their pension benefits early due to ill health
  • Outline the conditions needed to pay out a serious ill-health lump sum
  • Describe how the benefits are taxed
Approx.30min

Capital Gains Tax

How to make use of entrepreneurs' relief

  • Identify the importance of entrepreneurs' relief
  • Describe what steps one can take if fearful about changes in the Budget
  • Describe how entrepreneurs'relief is different from previous CGT reliefs
Approx.30min

Regulation

What the regulators plan for operational resilience

  • Describe what the new proposals on operational resilience mean
  • Describe where the FCA and PRA differ in their outlook
  • Identify whether there are extra costs involved
Approx.30min

Pensions

What is happening to UFPLS KFIs?

  • Describe what is happening to KFIs for UFPLS in April
  • Describe to differences that will take place in April
  • Describe what challenges this presents to advisers
Approx.30min

Real Estate

Real estate funds and the challenge of liquidity

  • Identify the prospects for the real estate market
  • Identify the challenge of liquidity in real estate funds
  • Describe approach investors should take with property funds
Approx.30min

Investments

How should graduates start on their finances?

  • Describe the financial predicament of recent graduates
  • Identify certain ways graduates can help themselves when seeking information
  • Describe the tax advantages low earners have
Approx.30min

Mortgages

Does your client need a RIO mortgage?

  • Define what a retirement interest-only mortgage is
  • Describe who a RIO mortgage is suitable for
  • Outline some of the factors one has to take into account with a RIO mortgage
Approx.30min

Investments

Guide to investing in 2020

  • Identify whether government and corporate bonds will be popular going forwards
  • Describe the impact of Brexit on UK equities
  • Describe the importance of holding defensive assets
Approx.60min

Investments

How to advise those divorcing in their 60s

  • Identify how divorces among those in their 60s+ differ from others
  • Explain how to treat multiple properties among divorcing couples
  • Describe how the courts treat the split of assets
Approx.30min

Regulation

How Brexit will affect cross-border divorce

  • Describe some of the consequences of Brexit on divorce
  • Identify some challenges to being a multi-jurisdictional family
  • Define the implications of children in divorce
Approx.30min

Regulation

The "12 days of Compliance"

  • Describe some of the main points of compliance firms have to cover
  • Describe the importance of human resources compliance
  • Describe the importance of reporting requirements
Approx.30min

Talking Point

The economic outlook for 2020

  • Describe the biggest risks facing investors in 2020
  • List which asset classes are expected to perform well
  • Explain what impact US-China trade talks may have
Approx.30min

Protection

How to sell protection policies

  • Identify reasons for selling different types of protection policies
  • Describe why advisers might sell a policy in trust
  • Describe the importance of scalability with mass affluent clients
Approx.30min
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