CPD

All CPD content

How your retired clients can live tax-free each year

To be able to explain how to use pension income tax-effectively.
To be able to grasp how various investments can work together to minimise tax.
To be able to explain tax planning as part of pension planning post-retirement.

How psychometric testing works in risk profiling

Describe how psychometric testing works
Describe the pitfalls of psychometric testing
Explain the variations of psychometric testing

Guide to Multi-Asset

Describe some of the challenges with building a multi-asset fund currently
Explain the issues with government bonds
Identify ways to diversify in the current situation

In Focus: Vulnerability

Why don’t savers trust financial advisers?

To understand the drivers of consumer behaviour.
To be able to explain the value of advice.
To grasp ways in which vulnerable people can be best served at this time.

How workplace schemes provide opportunities for advisers

Describe the FCA's role in workplace pensions
Identify the business opportunities for advisers from workplace pensions
Describe the TPR's influence over trustees of work-based schemes

How the economic recovery will be different this time

Describe how the different types of recessions impact the economy
Explain the way the economic recovery is likely to impact asset prices
Identify the inflation threat to the UK economy

How to buy a house using a Lifetime Isa

Explain who can take out a Lisa
Outline requirements needed to use a Lisa to fund a house purchase
Explain how declarations to HMRC work

Four things you need to know about IHT

To be able to explain rules around gifts to clients.
To be able to ascertain the tax treatments of trusts.
To be able to assess a client's need for alternative tax-efficient investments.

How advisers can serve EU clients post-Brexit

To understand what the lack of equivalence means for serving EU-based clients.
To be able to explain to clients how ongoing service might continue.
To be able to explain what rules and regulations are in force for UK advisers.

The Future of Cities

Describe the impact of the pandemic on cities
Explain the significance of buildings in ESG terms
Identify ways to prepare for the future

Guide to building a sustainable multi-asset portfolio

Describe the challenges faced by bond investors in the years ahead
Explain the impact of monetary policy on portfolio construction
Identify the challenges facing clients in decumulation in the years to come

Retirement Income

What the change to minimum pension age means for clients

Explain how the pension age will change
Explain what the pension age change will mean for savers
Explain how scams can be avoided

How the US and UK tax systems work together

Describe how the US and UK tax system works for US residents living in the UK
Identify some of the tax challenges Harry, Duke of Sussex might be facing
Explain how the remittance basis works

Guide to the Budget

Describe how the Covid grants to self-employed will work
Explain the impact of the income tax band freeze
Identify some of the issues relating to green bonds

Why many women are financially worse off in retirement

Describe the impact of lower salary on women's pensions
Describe the impact of compound investment growth
Explain how women can improve their situation

What advisers should know about the EU's ESG disclosure rules

Explain the impact of EU's ESG disclosure rules on firms
Identify how Brexit changes the way rules will be adopted in the UK
Explain the UK's plans for implementing similar rules in the future

How to help clients facing later life planning challenges

Identify biggest challenges facing later life planning
Explain how to help clients prepare for future and unpredictable costs
Explain how to mitigate certain risks in later life planning

The outlook for small caps post-Brexit

Describe the advantages of investing in smaller companies
Identify the tax advantages of Aim-listed stocks
Describe the outlook for smaller caps

Capital Gains Tax

Use CGT allowances before the tax year-end

Describe the recommendations of the OTS
Explain how acquisition costs are calculated
Describe how to make use of the allowance and stay in the market within 30 days

Retirement CPD course

Guide to ESG and pension investing

Describe the significance of sustainability in pension funds
Explain the importance of the relationship with fund managers
Describe what the EU sustainable finance disclosure is