CPD

All CPD content

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.

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.

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.

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

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

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

Absolute Return funds give cause for concern

Gain an understanding of the Targeted Return Funds sector
Understand the various strategies employed by managers and the correlation with volatility
Be able to identify how these funds can be used in a portfolio

Inheritance Tax

Wills, probate, IHT and what advisers should know

To understand what is important about IHT planning.
To learn how various tools can help with IHT planning.
To understand what advisers need to know post-Ilott case.

The Guide: Half-year review

Gain an understanding of how different asset classes have performed so far this year and why
Comprehend how the past six months will affect the forthcoming macro environment
Grasp how potential changes in the make up of asset classes will affect client portfolios

Platforms and back-office systems have evolved

To understand how back office systems have evolved
To grasp the importance of how to select a back office system
To learn how to select the right robo-adviser

Strategic Bonds

Strategic bond funds: the right alternative?

To understand how strategic bond funds differ from corporate bond funds
To learn how strategic bonds funds are managed
To learn how one should use these funds in a client's portfolio

Summer Investment Monitor 2017

Gain an understanding of the political and economic outlook
Comprehend the impact of incoming regulations and
Grasp the potential implications of politics and economics on a range of asset classes

Multi Asset June 2017

Guide to multi-asset investments

Comprehend why multi-asset investing should be outsourced and the evolution of the asset class.
Understand the pitfalls of volatility and its impact on multi-asset funds.
Learn how to use multi-asset funds for clients at different life stages.

Multi Asset June 2017

How to use multi-asset funds for retirement

To understand why multi-asset funds are becoming popular among retirees.
To learn what sort of portfolios are suitable for pension investment in the decumulation stage.
To ascertain the pros and the cons of drawing income from multi-asset funds.

Multi Asset June 2017

Regulatory matters to consider with multi-asset advice

To understand where the focus should be when choosing multi-asset funds
To ascertain levels of risk and client suitability.
To learn what sort of regulatory guidance or legislation will apply to assessing suitability.

Multi Asset June 2017

Should multi-asset managers avoid a UK bias in portfolios?

Understand why UK investors have a bias to UK equities.
Learn the benefits of investing globally and allocating to equities across countries and sectors.
Comprehend the pros and cons of investing with a home bias.