CPD

All CPD content

Protection and wealth CPD course

Guide to protection and intergenerational wealth

Describe some of the challenges of protecting wealth for the next generation
Explain how insurance products can be used
Identify how protection can be used to mitigate IHT

Protection and wealth CPD course

Guide to protection and vulnerability

Describe some of the challenges relating to vulnerable customers
Identify ways of handling vulnerability
Explain how signposting works

Protection and wealth CPD course

Keeping vulnerability in mind when advising on protection and wealth

Describe some of the challenges of advising vulnerable clients
Identify what questions can be asked
Explain the approach advisers should take

In Focus: Advice for Women

How to attract more women to the profession

To understand what drives people towards financial advice as a career.
To better encourage and mentor younger women in the industry.
To be able to educate more people about the profession.

Long-term care: how to plan for longer life

Describe the role of the state in long-term care
Explain how to insure for long-term care
Identify the key points for advising on long-term care

What can independent schools do about their pensions?

Describe some of the challenges of the Teachers' Pension Scheme for independent schools
Explain the impact of increased contributions from employers
Identify the death benefits

What are the threats and opportunities of data science and machine learning?

Describe some of the challenges involved with the data used in machine learning
Identify how financial advisers' clients could be vulnerable
Explain how issues such as bias are being dealt with

In Focus: Advice for Women

How to help women who are asset rich but pension poor

After reading this, you should be able to explain how the property fits into a retirement plan.
To be able to explain how to improve income prospects for women.
To show a greater understanding of how to help close the pension gap.

How cloud architecture can improve your business

Describe cloud architecture
Identify the three main types of cloud architecture
Explain the benefits of using cloud architecture

How to balance living with giving

Explain how to balance living with giving
Identify how advisers can help families mitigate potential poverty in later life
Describe why analysis and planning is important

Sustainable Investing

Guide to investing in the next generation of sustainable growth

Describe how the pandemic has changed the nature of sustainable investing
Explain how one can achieve diversification in a sustainable investment portfolio
Identify the opportunities in next generation healthcare

In Focus: Advice for Women

How to help clients cover the cost of IVF

To understand how to budget for the hidden costs of IVF.
To learn what policies might cover some aspects of fertility treatment.
To be able to explain the value of support services to clients undergoing IVF.

How to make an acquisition work

Describe some of the challenges with a corporate acquisition
Identify ways to mitigate any culture clash
Explain when a boss should announce a merger to employees

In Focus: Advice for Women

How to give pension advice to same-sex couples in divorce

By the end of this feature, you should understand the three options facing divorcees.
You should be able to explain how each pension division option affects both parties.
You can explore various options with clients to help them split their pension.

Investing in European equities

Describe some of the challenges facing the Eurozone economy
Explain what to look for in European stocks
Identify areas to invest in in Europe

What are the roles and responsibilities of trustees?

Explain trustees' duties and responsibilities
Identify which accounts and records must be retained for HMRC
Describe trustees' investment duties

How to prepare your firm for the IFPR deadline

Explain what firms should be focusing on in the run up to IFPR
Identify how firms will be classified
Describe the new liquidity requirements

How the new tax rises will affect company directors and dividends

Describe some of the challenges created by the NI tax changes for business owners
Identify how business owners can adapt to the changes
Explain some alternatives to convetional dividends and salary

What to consider when advising a newly wealthy client

Describe the challenges faced by advisers dealing with the newly wealthy
Explain some of the pitfalls of being newly wealthy
Identify a good giving policy

In Focus: Advice for Women

Three things IFAs should know about later-life planning for women

After reading this, you should understand problems facing women in later life.
You should be able to explain the importance of estate planning earlier on in life.
You should be able to promote conversations with clients about long-term care.