CPD

All CPD content

How advisers can use investment trusts

Learn the main reservations advisers have about investment trusts.
Consider what the industry has done to help educate advisers about closed-ended funds.
Understand how advisers can overcome some or all of these reservations and use them in client portfolios.

Why platforms are at the heart of advisers' access to products

Understand the headwinds platforms face and how they are used by advisers.
Learn whether there is space for both platforms and robo advisers, and the impact of PSD2.
Grasp how platforms will navigate the current regulatory environment.

Retirement Income CPD Course

How workplace pensions fit into a client's financial plan

Learn what has changed in workplace pensions.
Understand how to get the accumulation strategy right and common questions about decumulation.
Consider how to help maximise overall pension savings.

Retirement Income CPD Course

How to create a long-term investment plan

Understand the difference between accumulation and decumulation.
Consider when in the accumulation stage, what sort of investment strategy does a client need.
Learn how the investment strategy should change when a client reaches decumulation.

Understanding what makes a good advice process

Understand the use of the first meeting and what this means for advisers.
Learn about the five steps of the advice process.
Grasp why first meetings should not be the focus of client/adviser interactions.

From DC to DC: when should clients switch?

To understand what the regulator's view on switching is.
To be able to list the pros and cons of switching.
To ascertain the tax position of those switching.

Venture Capital Trusts

Guide to VCT investing

To understand the basics of VCT development over the past two decades.
To ascertain what sorts of clients might be interested in VCTs and why.
To list the various pros and cons of using VCTs for pensions.

How to protect the elderly from financial abuse

To understand what is financial abuse.
To be able to explain the importance of power of attorney.
To be able to list the benefits of writing a will.

Investment Income CPD Course

How to use multi-asset portfolios for income generation

To understand why people are seeking income-generating portfolio.
To be able to explain what a safe withdrawal rate is.
To understand the tax and performance implications of focusing solely on income.

Investment Income CPD Course

Understanding current trends in income

To understand what is driving trends in the sovereign debt market.
To be able to explain differences in spreads between types of bonds.
To understand how managers are finding opportunities in fixed income and equity income.

Investment Income CPD Course

Why income growth is hard to come by in the UK

To understand the outlook for income in the UK.
To ascertain where on the market cap investors can find good equity income.
To be able to explain what sort of diversification can help provide robust income streams.

Investment Income CPD Course

How ESG strategies can help boost income

To understand the challenges when finding income.
To be able to explain the potential dilemma for investors wanting ESG investments.
To ascertain how best to help clients gain income within their ethical criteria.

Investment Income CPD Course

How strategic bond funds fit into a portfolio

To understand what is driving strategic bonds.
To be able to explain how they work to investors.
To ascertain how they work within a portfolio

Why advisers are outsourcing

To understand what is driving outsourcing.
To be able to negotiate the adviser/DFM agreement better.
To ascertain the various aspects of suitability and risk that comes with outsourced investment solutions.

Five questions you should ask about onshore bonds

To understand how advisers might be using onshore bonds.
To list the different tax treatments of onshore bonds.
To be able to explain the differences between onshore and offshore bonds.

Investment Trusts

Why investment trusts are riding high

To understand the basics of investment trusts.
To be able to list the differences between investment trusts and open-ended funds.
To ascertain how to advise clients on investment trusts.

Eight likely outcomes from the Priips legislation

To be able to list the main points for in the forthcoming review of Priips.
To understand the likely impact of various points of regulation.
To learn what the new KID will entail.

Guide to the government's pension scam ban

To understand what the government is doing to tackle pension scams.
To be able to list tell-tale signs and help clients avoid being defrauded.
To ascertain how to help vulnerable clients.

Multi-Asset Focus

How multi-asset wrapped up the funds market

To understand what drove multi-asset's popularity.
To learn how to construct a balanced multi-asset portfolio.
To be able to explain different investment outlooks to clients.

Retail investors find comfort in ESG investing

Understand the differences between ESG, impact and sustainable investing
Grasp how different managers approach ESG and impact investing
Comprehend what level of analysis is required to undertake ESG or impact investing