CPD

All CPD content

What you need to do to make data Mifid II compliant

To understand what steps are needed before Mifid II comes into force.
To learn how product governance will work under the new directive.
To understand whose responsibility various aspects of Mifid II compliance will be.

Guide to lifestyle insurance

Understand why lifestyle insurance has become widespread.
Learn how advisers can use lifestyle insurance products to meet the protection needs of millennials.
Comprehend the differences between short and long-term protection and which products are better.

Asset management reform: a missed opportunity?

Learn about the final findings of the FCA's asset management study.
Explore what market developments could influence future governance proposals.
Find out what challenges advisers face when it comes to cost transparency.

Blended retirement income options: Cottoning on to the 'new norm'

Explore how changes in the way we retire are affecting pension products
Learn about the appropriate use of blended retirement solutions
Discover how advice is key to choosing the right option for clients

Multi-asset funds: Risk and suitability

Learn how multi-asset funds are constructed and the type of clients they are suitable for.
Understand what levels of risk multi-asset funds target and how they do this.
Learn how advisers can discern the level of suitability for their clients.

Understanding state benefits and protection - part two

To learn about the state benefits currently available.
To comprehend the role of protection within the social and state benefits system and the impact on clients.
To understand the opportunities and pitfalls for the protection industry in filling the financial gaps left by the benefits system.

Understanding state benefits and protection - part one

To learn about Universal Credit and recent changes to the state benefits system.
Understand the benefits of income protection for different circumstances.
Comprehend why there is still a case for income protection and how it works alongside state benefits.

Guide to advising on overseas mortgages

Learn whether the appetite for overseas mortgages has changed and whether the Mortgage Credit Directive has had an impact.
Understand what to look out for when applying for a mortgage for an overseas property.
Comprehend whether Brexit will affect decisions to buy property abroad and the mortgage advice industry.

Defined Benefit

FCA heats up DB pensions advice debate

To learn the most important points about DB transfers from the recent FCA paper
To understand the implications about giving advice to clients on DB transfers
To learn about the future of financial advice on DB transfers

A systematic approach to social investment

Learn what ESG and ethical considerations are and how they have been adopted by the investment management industry.
Understand how ESG issues can be incorporated into an investment strategy and the potential impact.
Comprehend the role the UN PRI plays and how ESG policies can be monitored.

The Guide: Fixed Income

Gain an understanding over how fixed income markets have acted this year and what factors will affect prices and yields in the future
Comprehend the different types of fixed income instruments and where opportunities might lie given the current environment
Grasp how the regulation of asset managers is affecting investing in fixed income funds

Guide to outsourcing investments

Comprehend why there has been a rise in advisers outsourcing investments to a DFM.
Understand who owns the client in an outsourced agreement and what can be outsourced by advisers.
Learn about the pros and cons of outsourcing investments.

Pension Freedom

Hurdles to overcome to transfer out of defined benefit schemes

Learn about the challenges of advising on DB to DC pension transfers.
Understand the importance of enhanced due diligence on DB to DC pension transfers.
Comprehend regulatory tightening of the DB to DC pension transfer process.

How regime change can affect investments

Learn about the history of bonds and equities and how they have performed.
Understand why a regime change is underway and what the outlook is for the asset classes.
Comprehend what this regime change means for investment strategies.

The Guide: Currencies

Gain an understanding of how different currency strategies can affect portfolios
Comprehend the impact of using currency hedging when investing in non-traditional asset classes
Grasp the different methods in judging whether a currency should or should not be hedged

Guide to the pensions dashboard

Gain an understanding of whether the pensions industry is prepared for the launch of the pensions dashboard.
Comprehend the level of technology required for the dashboard and whether it signals the end of advice.
Learn about the pros and cons of the pensions dashboard

Gilt funds for the cautious

To get up to speed with the performance of gilt funds
To understand what fundamentals are driving government bonds
To assess who gilt funds might be suitable for

Pension Dashboard

The Pensions Dashboard: Will it succeed?

Gain an understanding of: the level of progress the pensions dashboard project has made
Be able to describe: industry views on the snap election's impact on the progress of the pensions dashboard
Comprehend: the impact of data standards on the speed of delivering the pensions dashboard

Don’t bet the house on fund ratings

Gain an understanding of: the fund rating industry
Be able to understand: why fund rating methods are being called into question
Comprehend: future prospects for the fund rating industry

Critical illness policies: Our 2017 survey

Gain an understanding of how the CI industry is evolving
Learn about the components of CI cover
Grasp how advisers select the most suitable CI provider