CPD

All CPD content

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

In Focus: Retirement Income

The devilish details in the Queen's Speech

To understand the measures in the Queen's Speech
To be able to explain the need to tackle scams
To understand the issues of long-term care provision

How scheme-specific lump sum protection works

Describe some of the issues relating to scheme-specific lump sum protection
Explain how scheme-specific lump sum protection works
Identify who qualifies for the lump sum protection

How the housing market will change post-pandemic

Describe some of the challenges of the housing market, post pandemic
Identify ways in which providers are helping first time buyers
Describe the existence of green mortgages

How to select an administrator for your pension scheme

Describe some of the issues in selecting a pension scheme administrator
Describe the interaction between administrator and members
Explain the use of technology in pension scheme administrators

Guide to Responsible Investing

Describe some of the challenges over responsible investing
Identify ways of categorising different ESG funds
Explain some of the problems with ESG stocks

Is ESG the future of active management?

Describe some of the issues facing ESG and active investing
Identify the demands faced by active managers
Describe some of the challenges with ESG investments

What does the future hold for a nervous bond market?

Explain how the economic events of the past year have impacted bond investments
Describe how higher inflation could impact the bond market
Identify the challenges faced by clients allocating to bonds in a multi-asset portfolio

What are the real implications of intergenerational wealth transfer?

Describe the issues around intergenerational wealth transfer
Identify changes in the population affecting wealth
Explain the advantages of using a trust

How to use trusts within estate planning

To understand how trusts work.
To learn the differences between different types of trust.
To be able to explain the role of the family and trustees in managing trusts.

How to make the Lifetime Isa work

Describe some of the fundamentals of Lifetimes Isas
Explain some of the restrictions of the Lifetime Isa
Identify the impliuations of the 20 per cent withdrawal charge

Guide to building your business post-pandemic

Describe the impact of client portals on advisers' business
Explain some of the challenges of returning to the office
Identify the impact of remote working on the financial services jobs market

How your retired clients can live tax-free each year

To be able to explain how to use pension income tax-effectively.
To be able to grasp how various investments can work together to minimise tax.
To be able to explain tax planning as part of pension planning post-retirement.

Beware of unauthorised introducers

Explain some of the dangers of using unregulated introducers
Identify how regulated entities should treat unregulated introducers
Explain why many Sipps have failed

How psychometric testing works in risk profiling

Describe how psychometric testing works
Describe the pitfalls of psychometric testing
Explain the variations of psychometric testing

Guide to Multi-Asset

Describe some of the challenges with building a multi-asset fund currently
Explain the issues with government bonds
Identify ways to diversify in the current situation

In Focus: Vulnerability

Why don’t savers trust financial advisers?

To understand the drivers of consumer behaviour.
To be able to explain the value of advice.
To grasp ways in which vulnerable people can be best served at this time.

How workplace schemes provide opportunities for advisers

Describe the FCA's role in workplace pensions
Identify the business opportunities for advisers from workplace pensions
Describe the TPR's influence over trustees of work-based schemes

Why business insurance is more important than ever

Describe some of the protection challenges that Covid has thrown up
Identify some of the considerations in an adviser's protection proposition
Explain the position of children on their parents' critical illness policies

How to advise on group protection with confidence

Describe some of the opportunities with group risk products
identify the minimum number of lives usually covered
Explain how advisers can gain more confidence with group risk