CPD

All CPD content

Beware the risks of virtual currencies

Learn about the history of Bitcoin and how ICOs work.
Comprehend how and why the virtual currency has grown and the hurdles it faces.
Understand the headwinds facing Bitcoin and the impact for wealth managers.

Ethical Investing

Guide to ethical investing

Understand how different generations are embracing ethical investing.
Learn whether there are more ethical investment products and how to invest via passives.
Comprehend what impact investing is and why it is popular.

Pension Freedom

Delivering the goods for clients

To understand how income drawdown works
To learn about sequence of returns risk
To learn about how to make the right choices with income drawdown

Capital Gains Tax

Know your tax facts on divorce and separation

To learn about the division of assets on divorce
To understand the importance of tax issues
To remind oneself of the allowances

Wills & Trusts Ifp

Why writing wills can be a dog's life

To understand the legal issues around wills and probate.
To learn what sort of legal challenges could present your clients with problems.
To understand the complexities relating to a person's capacity.

Ethical Investing

Three things to consider with ethical investing

Understanding what it takes to run an ethical portfolio.
Learn what the key considerations are when recommending a portfolio to an ethical investor.
To understand what the differences are between ethical funds.

Delivering income

Learn about the range of alternative asset options available to income investors
Grasp the complexities and difficulties of sourcing income via bonds
Understand the changing nature of bond markets due to central bank action

How to prepare for GDPR

To understand what GDPR is.
To learn what processes firms will need to put in place.
To understand how the regulation can benefit a firm.

Emerging Markets

The Guide: Investing in emerging market equities

Understand the drivers behind emerging market performance in 2017
Learn about the political and economic backdrops in the two largest emerging markets
Grasp how emerging markets equities might perform in the future

Defined Benefit

Looking under the bonnet of DB transfers

To remind oneself of the challenges of DB transfers
To learn about the benefits of partial transfers
To understand why DB transfers are important

Cover story: The banks' big advice U-turn

Understand how banks are planning to return to the advice market
Learn about banks past fallings that resulted in them exiting advice
Grasp how things could be different this time around

October Sipp survey: Facing down the headwinds

Learn about the current Sipp market
Be able to describe the types of Sipp products currently available
Grasp how the market is evolving

How to make sense of valuations

To understand what has driven valuations.
To learn where the hotspots are in terms of high valuations and high volatility.
To understand how to protect clients' portfolios

Investing in ETFs and trackers

Understand the dynamics and competitive pressures of the ETF and tracker industry
Learn about the growing fixed income ETF market
Grasp how fund buyers should approach selection of passive strategies

Infrastructure CPD course

Guide to investing in infrastructure

To understand what is driving investor interest in infrastructure and how the sector is expected to grow.
To learn how to get exposure to infrastructure as an asset class.
To comprehend the advantages and opportunities offered by the asset class.

Infrastructure CPD course

How retail investors are getting into infrastructure

To understand why infrastructure has become popular.
To learn whether infrastructure is better for growth or income.
To ascertain where investors could go for the best infrastructure prospects.

Infrastructure CPD course

Where does infrastructure sit in a portfolio?

To understand why infrastructure might work in a portfolio.
To learn what sort of diversification infrastructure might bring.
To understand the risk and return profile of infrastructure investments.

Infrastructure CPD course

The pros and cons of listed infrastructure

Learn the difference between listed and unlisted infrastructure.
Comprehend the advantages of investing in listed infrastructure assets.
Understand the headwinds facing the asset class and its impact on investments.

Infrastructure CPD course

How infrastructure helps growth or income investors

To understand what has driven infrastructure.
To learn about the growth and income aspects of infrastructure.
To ascertain the pros and cons of using it in a portfolio.

Guide to advising vulnerable clients

To learn what 'vulnerable' means.
To understand how firms should identify and deal with vulnerable clients.
To ascertain how to communicate with vulnerable clients and other professionals.