CPD

All CPD content

In Focus: Intergenerational Wealth

Guide to integrating protection with intergenerational planning

Explain how protection policies can aid both clients and their families
Understand the limitations of certain estate planning approaches
Describe some of the barriers to protection take-up among the young

Intergenerational Wealth CPD course

Guide to involving the next generation

Describe how to involve the next generation in financial planning
Identify challenges to getting the next generation involved
Explain the importance of intergenerational wealth transfer

Intergenerational Wealth CPD course

Balancing intergenerational wealth with care needs

Describe the challenges of care and intergenerational wealth
Identify ways of planning for later life care costs
Explain how gifting and trusts can help

How IR35 changes have affected mortgage affordability

Describe the impact of IR35 rules on mortgage affordability
Explain how lenders are accommodating contractors' new status
Explain the use of umbrella companies

The role of alternative assets in a portfolio

Explain how alternative assets work
Describe some of the challenges with alternative assets
Identify the advantages of alternative assets

Is the UK economy heading for stagflation?

Describe the economic conditions in which stagflation happens
Learn about the consequences for investors of stagflation
Explain the different types of inflation

How wills and trusts work

Describe how trusts work
Explain how wills work
Identify the importance of Lasting Powers of Attorney

Preparing for more regulatory action on pension transfers

Explain how FCA scrutiny around British Steel cases has grown
Identify indicators of unsuitable advice
What lessons have been learnt following the British Steel crisis

Inheritance Tax

How to manage estates more effectively

Explain how will writing be made more accessible to consumers
Explain the importance of trusts
Identify benefits of wills for families

In Focus: Intergenerational Wealth

How generational investment aspirations have shifted

To understand how Covid-19 has shaped younger people's investment plans
To be able to explain the risks and opportunities of investing sustainably
To be able to ascertain the priorities of younger investors

Could #FreeBritney happen in the UK?

Describe the difference between Deputy ships and conservatorships
Explain how deputyships work in the UK
Identify the advantages of deputyships

Can the divorce courts be sped up?

Describe some of the challenges with the court system at present
Identify how people hope to cope with them
Explain the impact of the reduction in legal aid

In Focus: Intergenerational Wealth

How philanthropy and intergenerational planning can go hand in hand

Understand how philanthropy and integenerational planning can work together
Explain some pitfalls of this approach and how to overcome them
Identify some of the benefits of charitable giving

Why ceding delays cost clients money

Describe the problems created by ceding delays
Explain why ceding delays happen
Identify how changes to the process can be made

Why protection underwriting matters

Describe what underwriting is
Identify the skills needed when advising on protection
Describe the most common conditions that require further underwriting

Should you white label a platform?

Describe the advantages of white labelling a platform
Explain how white labelling works
Identify any drawback from white labelling

Guide to hybrid working

Describe some of the challenges of remote working
Identify how advisers can meet these challenges
Explain some of the way to manage technology when working remotely

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

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