CPD

All CPD content

Guide to UK equities after the pandemic

To understand how the changing global economy impacts UK equities
To understand the impact of the pandemic on dividends
To learn about the outlook for UK mid and small cap shares

In Focus: Retirement Income

Tax-free cash: take it or leave it?

To understand why some people might take tax-free cash on retirement.
To be able to explain why it might be best to keep the funds invested.
To ascertain what option might be best for individual clients.

How to deal with vulnerable clients post-pandemic

Explain some of the challenges posed by vulnerable clients
Identify ways of assessing vulnerability
Identify factors that affect vulnerability

How to access venture capital

Describe how to get hold of VC funding
Identify what makes a good VC investor
Explain the most important aspects of getting a business off the ground

What could Gary Lineker's IR35 court case mean for contractors?

Explain how tax rules for contractors have changed
Identify examples where IR35 could apply
Explain steps to take when setting up contractual agreements

In Focus: Retirement Income

How to make retirement more rewarding

Describe the important elements of an investment strategy during retirement
Identify what to consider when withdrawing retirement savings
Describe how tax changes might affect retirement income planning

Inheritance Tax

When are pension death benefits subject to IHT?

Explain how lump sum benefits work
Explain impact of changes to death benefits
Identify conditions which might cause IHT issues

Helping clients to understand how LPAs work

Explain the different types of LPA
Explain how an LPA is set up
Identify how restrictions and conditions can feature in an LPA

Getting a separation agreement like Bill and Melinda Gates

Describe how separation agreements work
Identify the advantages of separation agreements
Describe the courts' approach to separation agreements

In Focus: Retirement Income

How to help clients pass on pension benefits

To gain a broad understanding of the role of the death benefit form
To be able to broach difficult conversations with clients.
To be able to explain the importance of the nomination form.

Preparing portfolios for after the pandemic

Describe some of the challenges of investing in the current enviornment
Explain some of the difficulties with inflation
Identify the challenges with technology stocks

Protection CPD Course

Guide to Covid and protection

Describe some of the impacts of Covid on protection policies
Identify how insurers might respond to Covid in the future
identify the most common causes of claims on insurance policies

Protection CPD Course

Guide to introducing clients to protection

Explain how to bring up protection with clients
How to move past the cost of protection
How innovation in protection as evolved

Protection CPD Course

Guide to managing obstacles in protection

Identify the challenges with loading
Explain how to manage clients with multiple protection needs
Identify different types of cover available as working patterns change

In Focus: Retirement Income

What official data tells us about workplace pensions

To understand what the ONS stats are telling us about workplace pensions.
To be able to explain why participation rates are tapering off.
To be able to explain how to improve pensions participation among at-risk groups.

How to help older couples who are splitting up

Describe some of the challenges of getting divorced in retirement
Identify the role of a financial adviser in the process
Describe the challenges with defined benefit pensions

Inheritance Tax

Guide to intergenerational wealth transfer

Explain how advisers should approach conversations with the different generations
Identify ways to mitigate inheritance tax bills
Explain how to pass on pension wealth to beneficiaries

How can advisers help clients tackle the care planning gap?

Explain how the government has responded to the care crisis
Identify the challenges facing families when it comes to care
Identify ways to address the challenges associated with care

In Focus: Retirement Income

How to boost income in an inflationary world

To understand how clients feel about inflation.
To be able to explain how inflation affects savings.
To be able to express the virtues of a range of asset classes in a portfolio.

Sustainable Investing

Guide to sustainable multi-asset investing

Describe some of the challenges involved in multi-asset ESG investing
Explain the changing role of fund managers
Identify ways to address greenwashing