CPD

All CPD content

How to invest with an impact

Identify the difference between impact and ESG investing
Describe some of the main points of impact investing
Identify the consequences of impact investing

Investing in your child’s future

Describe the different ways a parent can open an account for their child
Describe some of the advantages and disadvantages of a Jisa
Identify how an investment account can be opened for a child

How to save for university costs

Describe the importance of saving for children's university costs
Identify the various means of saving
Describe the advantages of saving via an investment fund over a savings account

Entrepreneurs should diversify

Identify ways that entrepreneurs can diversify away from their main business
Describe why a businessman should diversify
Describe the advantages of liquid assets

Have you got your centralised retirement proposition?

Identify the differences between Centralised Retirement Proposition and Centralised Investment Proposition
Describe what ability to bear loss means
Describe some of the risks you have to take account of with centralised retirement propositions

Global Emerging Markets: Does EM narrative still make sense?

Gain insight into emerging market funds
Learn about their performance
Grasp the headwinds facing the sector

DFMs still grappling with regulatory overhauls

Learn about how DFMs are faring
Grasp the impact of new rules on the sector
Gain an understanding of what DFMs are focusing on

Inheritance Tax

Guide to intergenerational planning (part II)

Describe the level of nil rate bands
Identify some of the challenges of passing on wealth through the generations
Describe ways of using pension and other wealth for descendents

The role of multi-asset funds in a volatile environment

List the diversification benefits of multi-asset funds
Describe what investing in a multi-asset portfolio entails
Explain the risks of multi-asset funds

New horizons for financial advice

Understand how advice is changing
Learn about the effect of new techologies
Gain an understanding of the challenges

Is it time for advisers to depart platforms?

Learn about the replatforming problems firms have been facing
Gain an understanding of the forthcoming regulatory changes
Learn about how the platform market has been performing

How to advise divorcing clients

Describe the different pension sharing options available to divorcing clients
Identify the tax risks and common issues faced when sharing pensions, property and other assets
Describe the key elements of divorce law to be able to communicate these to married clients.

How to mix and match your multi-asset funds

Describe new ways of building multi-asset portfolios
Describe the method for calculating the capital market return
Identify the ways of achieving true diversity with multi-asset funds

Inheritance Tax

Intergenerational wealth planning (Part I)

Describe some of the ways clients can mitigate IHT
Identify some of the advantages of Aim-mitigating products
List the ways life interest trusts can work

Defined Benefit

Contingent charging ban could negatively effect consumers

Identify the potential advice consequences of banning contingent charging
List the exceptions from the ban on contingent charging
Describe potential commercial consequences of the proposed ban on contingent charging

Guide to Cryptocurrencies

Understand what cryptocurrency is.
Describe the regulator's approach to cryptocurrency.
Identify the benefits of the technology that enables cryptocurrency transactions.

UWOs may rarely appear but they are here to stay

Describe how unexplained wealth orders work
Describe how a client should respond to a an UWO
Describe what a client can do to mitigate one

Fund liquidity: The quest to remove investor roadblocks

To gain an understanding about the most recent liquidity problems for open-ended funds
Learn about what action the regulator could take
Grasp how funds can reduce the likelihood of encountering liquidity issues

Do dedicated technology funds have a home in intermediary portfolios?

Gain a greater understanding of tech funds
Learn about what's driving their performance
Be able to describe the headwinds facing the sector

Harnessing the power of the human touch

Understand how behavioural science can be used in the advice process
Learn about the methods being introduced
Gain an understanding of how it could form part of the qualification syllabus