CPD

All CPD content

How is inflation impacting UK equities?

Explain impact of inflation on financial markets
Identify characteristics that strengthen a company's investment proposition
Identify investment opportunities in UK equities

Powers of attorney: watch out for the traps

Describe the pitfalls of setting up a lasting power of attorney
Explain mental capacity
Identify the role of a discretionary fund manager

In Focus: Megatrends

Can advisers afford to ignore crypto?

Understand how crypto investing has changed
Understand why advisers should know about crypto
Learn how cryptoassets can function as part of a portfolio

How the courts tackle devious disposing of assets in divorce

Describe some of the issues around the disposal of assets by divorcing couples
Explain steps that will help keep the assets in the marriage
Describe Angelina Jolie's actions regarding the couple's vineyard

Inheritance Tax

Avoiding property ownership disputes upon death

Explain the different types of ownership
Explain how property ownership type affects inheritance
Identify steps to take when making wills

In Focus: Megatrends

What advisers need to know about 5G

To learn about 5G technology and its capabilities
To understand the risks stemming from 5G technology
To learn how to protect your business from cyber risks stemming from 5G

Social care bill presents new opportunities for advice

Describe the changes to the care system brought about by the new national insurance levy
Explain where costs are capped to
Explain how a DC penion pot could be used

What to consider when accessing pensions early due to ill-health

Describe some of the features of accessing pensions early due to ill-health
Identify the tax situation regarding taking pensions early
Describe how 'serious ill-health' is defined

Vantage Point: Volatility

Has inflation peaked?

Describe the different factors that cause inflation
Discover how these factors impact the wider economy
Understand how tighter monetary policy impacts the economy

Guide to financial resilience and protection

Describe ways to reduce the cost of a client's insurance premium
Explain family income benefit or key person cover to clients
Identify when relevant life cover might be beneficial for clients

In Focus: Megatrends

How can advisers benefit from the metaverse?

Explain what metaverse means
Identify investment opportunities in the metaverse
Highlight risks associated with investing in the metaverse

Investing in emerging markets after Covid

Explain the significance of China to the EM sector.
Identify opportunities for investors.
Identify the investment risks associated with emerging markets.

Vantage Point: Volatility

Building a defensive portfolio at a time of heightened volatility

To understand the correlation between bonds and equities.
To discover how some of the alternatives perform at times of heightened volatility.
To understand how bonds are impacted by economic volatility.

In Focus: Megatrends

How China's decisions today shape the world of tomorrow

To understand the implications of China's decisions on the global economy
To understand the challenges China is facing as it emerges as an economic super power
To understand how developments in China shape investment opportunities for advisers

What exactly is a non-dom?

Describe how the non-dom status works
Identify who it applies to
Explain the restrictions and charges of being a non-dom

Where to look for UK opportunities

Describe the challenges of investing in UK stocks right now
Explain why there has been a rally of sorts in recent months
Identify the appeal to private equity firms, taking these businesses private

Guide to fixed income and responsible investing

Describe how fixed income works in a sustainable portfolio
Explain some of the challenges of fixed income in the sustainability space
Identify the significance of government bonds

In Focus: Megatrends

How to manage risk in thematic ETFs

To understand what is driving the boom in thematic investing
To understand how to assess risk in thematic ETFs
To learn what to look for when picking a thematic ETF

The top 3 types of fraud and what victims can do

Describe the different types of financial fraud
Identify the means of tackling this
Explain some of the warning signs to look out for

Guide to pensions and ESG

Describe some of the challenges around ESG and pension saving
Explain how to help clients on the pensions and ESG journey
Identify the advantages of investing in transitioning stocks