CPD

All CPD content

Despatches

How to build a diversified bond portfolio

  • Describe the challenges of the bond markets
  • Identify the dynamics of the gilt sector
  • Explain some of the fundamentals of high yield bonds
Approx.30min

Vantage Point: Economic Outlook

What are the economic consequences of govt's energy policy?

  • To understand how the government's energy policy impacts economic growth
  • To understand how the inflation outlook may have changed
  • To discover how the government's policies may impact interest rates
Approx.30min

Equities

Guide to thematic investing

  • Understand key principles behind thematic investing
  • Understand how to manage volatility
  • Understand how to benchmark thematic funds
Approx.60min

Vantage Point: Economic Outlook

Investment vs inflation risk: the importance of staying invested

  • Explain the impact of inflation on portfolios
  • Identify the current risks in one's portfolio, given high inflation
  • Describe the kind of approach investors should take with their portfolio
Approx.30min

Protection

How relevant life plans can help future-proof your business

  • Describe how relevant life plans work
  • Identify some limitations of RLPs
  • Explain the advantages of RLPs
Approx.30min

In Focus: Fixed income

How to diversify in bonds exposure

  • To communicate how to use bonds to diversify portfolios
  • To explain why portfolios benefit from diversification
  • To explain the risks in bonds exposure
Approx.30min

Cryptoassets

How to manage CGT on cryptoassets

  • Describe some of the tax challenges relating to the disposal of cryptoassets
  • Explain how losses are treated
  • Identify the use of 'negligible value' claim
Approx.30min

Vantage Point: Economic Outlook

Investing at a time of stagflation

  • To understand the various definitions of stagflation
  • To discover the inflation outlook from here
  • To discover how different asset classes may be expected
Approx.30min

Investments

What clients need to know about bonds

  • Explain what a bond is and how it works
  • Summarise the effect that interest rate rises have on the bond market
  • List the various risk factors that affect bond investments
Approx.60min

Regulation

Critical next steps in preparing for consumer duty

  • Describe some of the imminent challenges facing advisers and the consumer duty
  • Identify some key dates in the lead up to implementation
  • Explain the challenges over charges
Approx.30min

Talking Point

Food security: investing for the future

  • Describe some of the challenges of food security
  • Explain some of the factors that could improve food security
  • Identify the impact of livestock on agricultural land
Approx.30min

Inheritance Tax

Minimising your client's IHT bill

  • Describe some of the rules surrounding IHT
  • Identify some steps to minimise the IHT bill on death
  • Explain how the nil rate bands work
Approx.30min

Vantage Point: Economic Outlook

What next for the US economy?

  • To understand recent public policy developments in the US economy
  • To discover the inflation outlook in the US economy
  • To understand the range of possible outcomes for the US economy from here
Approx.30min

Regulation

How to spot money laundering red flags in overseas property purchases

  • Describe the challenges the property sector faces over money laundering
  • Explain the signs to look out for when money laundering is suspected
  • Identify the uses of electronic verification
Approx.30min

Talking Point

How tackling food insecurity presents investment opportunities

  • Understand the impact of the global food crisis on economies and supply chains
  • Explain where opportunities lie for investors
  • Understand how food insecurity needs to be tackled to meet the needs of the future
Approx.30min

Pensions

How to help clients overcome pension unfairness

  • To be able to list additional challenges the LGBTQI+ community face when accessing financial services.
  • To be able to explain historic pension inequities and work with clients to rectify this.
  • To be able to summarise ways in which financial firms can help make positive steps to inclusion and fairness.
Approx.40min

Investments

How to advise clients during high inflation and bear markets 

  • Describe ways to manage client concerns during a bear market
  • Explain 'pound cost ravaging'
  • Describe strategies for protecting the client's portfolio
Approx.30min

Talking Point

Investing in healthcare innovation

  • Explain the trends developing in healthcare
  • Understand how innovation in healthcare impacts investments
  • Explain how investors should approach investing in healthcare
Approx.30min

Intergenerational Wealth CPD course

Guide to passing on wealth after you die

  • Describe how to set up an estate properly
  • Explain how to pass on a business
  • Explain how pensions can be used in IHT planning
Approx.60min

Discretionary Management

Guide to MPS and outsourcing to a DFM

  • Explain the consequences of an adviser outsourcing to a DFM
  • Understand how to manage client risk
  • Explain how the forthcoming income rules on
Approx.60min
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