All CPD content
Guide to risk and return in multi-asset
- Identify whether multi-asset funds are using a more modern approach to diversification and how it can be measured.
- Describe how advisers can evaluate risk and volatility in multi-asset, and the importance of clients' time horizons.
- List how multi-asset funds can meet income requirements.
Why annuities are an essential tool for clients' financial future
- Describe why clients' retirement income needs are changing and how the annuity market has developed.
- List the different types of annuities including lifetime, enhanced and fixed term.
- Identify the importance of advice in the annuity market and why annuities can be an essential tool for clients.
Guide to suitability and duty of care
- Describe what the regulator expects from advisers around duty of care and suitability.
- List what has happened in global markets and why clients might be concerned.
- Identify how to deliver financial solutions that meet client needs against this backdrop.