CPD

All CPD content

Cover story: The banks' big advice U-turn

Understand how banks are planning to return to the advice market
Learn about banks past fallings that resulted in them exiting advice
Grasp how things could be different this time around

October Sipp survey: Facing down the headwinds

Learn about the current Sipp market
Be able to describe the types of Sipp products currently available
Grasp how the market is evolving

How to make sense of valuations

To understand what has driven valuations.
To learn where the hotspots are in terms of high valuations and high volatility.
To understand how to protect clients' portfolios

Investing in ETFs and trackers

Understand the dynamics and competitive pressures of the ETF and tracker industry
Learn about the growing fixed income ETF market
Grasp how fund buyers should approach selection of passive strategies

Infrastructure CPD course

Guide to investing in infrastructure

To understand what is driving investor interest in infrastructure and how the sector is expected to grow.
To learn how to get exposure to infrastructure as an asset class.
To comprehend the advantages and opportunities offered by the asset class.

Infrastructure CPD course

How retail investors are getting into infrastructure

To understand why infrastructure has become popular.
To learn whether infrastructure is better for growth or income.
To ascertain where investors could go for the best infrastructure prospects.

Infrastructure CPD course

Where does infrastructure sit in a portfolio?

To understand why infrastructure might work in a portfolio.
To learn what sort of diversification infrastructure might bring.
To understand the risk and return profile of infrastructure investments.

Infrastructure CPD course

The pros and cons of listed infrastructure

Learn the difference between listed and unlisted infrastructure.
Comprehend the advantages of investing in listed infrastructure assets.
Understand the headwinds facing the asset class and its impact on investments.

Infrastructure CPD course

How infrastructure helps growth or income investors

To understand what has driven infrastructure.
To learn about the growth and income aspects of infrastructure.
To ascertain the pros and cons of using it in a portfolio.

Guide to advising vulnerable clients

To learn what 'vulnerable' means.
To understand how firms should identify and deal with vulnerable clients.
To ascertain how to communicate with vulnerable clients and other professionals.

The rise of specialist lending

To understand new areas of specialist lending
To grasp how commercial buy-to-let works
To learn about development finance

IFAs are still in the eye of the storm with managed assets

To understand the growth of discretionary services.
To learn the difference between discretionary and multi-manager assets.
To ascertain whether a managed service is right for your clients.

Autumn Investment Monitor 2017

Learn about the current macro outlook and how this affects asset classes such as equities and bonds
Understand recent investment trends, including a move to risk assets and an increased interest in climate change
Grasp why fund buyers have mixed opinions about absolute return products

Guide to family protection

To understand what children's cover is and does.
To learn how parents can obtain cover
To grasp how best to advise clients on various types of cover.

Mixed Investment

Funds for managing in volatile times

To understand how multi-asset funds work
To grasp the importance of diversification
To understand how to select the right multi-asset fund

Understanding insurance and the gig economy

To learn how the rise of the gig worker highlights the need for protection.
To ascertain the relationship between state benefits and income protection.
Understanding the protection priorities for this sector.

Investing in multi asset strategies

Understand how the demand for multi-asset funds in changing among fund buyers
Learn about the best ways to approach multi-asset fund selection
Grasp how the macro environment is affecting multi-asset investors and how bonds can play a role

Emerging Markets

Guide to investing in emerging markets

Understand the investment opportunities in the BRICs and emerging Europe.
Learn whether emerging market equities are a more attractive investment than EM debt.
Comprehend the prospects and outlook for the emerging market asset class.

Why a dose of reality is needed for pensions planning

To understand more about longevity risk
To learn how to communicate with vulnerable clients
To learn about the risks in managing retirement outcomes

Alternative Investment

Investing in alternative assets

Learn about the range of alternative asset options available to fund buyers
Understand how illqiuidity is not the only factor when assessing specialist debt markets
Grasp how to assess investment trusts when seeking access to illiquid assets