CPD

All CPD content

Regulation

How the new AR regime could pose challenges for firms

  • Describe some of the challenges posed by the new AR regime
  • Explain some of the steps needed to be taken to ensure compliance
  • Identify some of the main changes with the new regime
Approx.30min

Tax

Managing the challenges of IR35

  • Describe some of the challenges posed by IR35 reform
  • Identify the problems posed by CEST
  • Describe how contractors who are outside IR35 should behave
Approx.30min

Your Industry

Maximising the attractiveness of your firm ahead of sale

  • Explain how to prepare business for sale
  • Explain how to get technology systems into shape
  • Understand how to create strong cyber security procedures
Approx.30min

In Focus: Modern financial planner

How to build a good adviser website

  • Explain why a good website is necessary for an advice firm
  • Understand what a good adviser website looks like
  • Discuss how to build a website that’s right for your firm
Approx.40min

Pensions

How to help clients overcome pension unfairness

  • To be able to list additional challenges the LGBTQI+ community face when accessing financial services.
  • To be able to explain historic pension inequities and work with clients to rectify this.
  • To be able to summarise ways in which financial firms can help make positive steps to inclusion and fairness.
Approx.40min

Retirement Income

How to help the self-employed boost their pension savings

  • Explain the challenges for self-employed individuals and saving into a pension
  • Explain how auto-enrolment fits into the lifestyle of a self-employed individual
  • Identify the solutions suggested to help self-employed individuals save into a pension
Approx.30min

Regulation

How the consumer duty will affect advisers' day-to-day operations

  • Describe the impact of the FCA's consumer duty
  • Explain what it will mean in day-to-day practice of financial advisers
  • Identify the use of management information tools
Approx.30min

In Focus: Modern financial planner

How to become a published author

  • Explain the potential benefits of publishing a book
  • Understand what steps you need to take towards realising your book idea
  • Communicate how advisers can navigate the business publishing industry
Approx.30min

Protection

How protection advisers can help those struggling with the cost of living 

  • Describe some of the ways providers are helping people who find it challenging to pay protection premiums
  • Explain the difference between career and sabbatical breaks
  • Identify the drawbacks of premium deferrals
Approx.30min

Investments

How to advise clients during high inflation and bear markets 

  • Describe ways to manage client concerns during a bear market
  • Explain 'pound cost ravaging'
  • Describe strategies for protecting the client's portfolio
Approx.30min

Talking Point

Investing in healthcare innovation

  • Explain the trends developing in healthcare
  • Understand how innovation in healthcare impacts investments
  • Explain how investors should approach investing in healthcare
Approx.30min

In Focus: Profitable advice business

How to benefit from effective outsourcing

  • Learn how to outsource effectively
  • Communicate the benefits of outsourcing
  • Understand the regulatory requirements around outsourcing
Approx.30min

Intergenerational Wealth CPD course

Guide to leaving wealth before you die

  • Describe some key factors about preparing to pass wealth on
  • Identify some of the drawbacks of pensions for grandchildren
  • Explain some advantages of using protection policies for adult children
Approx.60min

Intergenerational Wealth CPD course

Guide to passing on wealth after you die

  • Describe how to set up an estate properly
  • Explain how to pass on a business
  • Explain how pensions can be used in IHT planning
Approx.60min

Intergenerational Wealth CPD course

How to develop communication skills for the next generation of clients

  • Describe how to deal with younger generations in the advice process
  • Explain some of the challenges posed by hiring younger advisers
  • Identify how easy it is to pick up soft skills from others
Approx.30min

Property

How does HMRC interpret property ownership for CGT relief?

  • Describe the challenge the Lees had in dealing with HMRC over their property transaction
  • Explain what the Lees argued in their defence
  • Describe how HMRC saw their property sale
Approx.30min

Discretionary Management

Guide to MPS and outsourcing to a DFM

  • Explain the consequences of an adviser outsourcing to a DFM
  • Understand how to manage client risk
  • Explain how the forthcoming income rules on
Approx.60min

Regulation

What the new consumer duty will mean for your company

  • Explain objective of The Consumer Duty
  • Understand what fair value means
  • Identify what advisers can do to prepare for regulation
Approx.30min

Protection

What to do if your client is vulnerable

  • Explain how adviser services should meet need of vulnerable clients
  • Identify the different ways advisers should communicate
  • Explain how advisers should help clients who lack the capacity to make a decision
Approx.30min

Investments

Guide to finding value in US equities

  • Explain how the present valuation levels in the US market compare globally
  • Understand the outlook for the mid and small cap parts of the US economy
  • Explain how the macroeconomy impacts the US equity market
Approx.60min
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