CPD

All CPD content

What's next for the US economy?

Explain how the present economic climate might impact on the return from equities
Describe why stagflation is not inevitable in the US
Identify why the largest technology companies are trading at current multiples

Building a diversified portfolio at a time of stagflation

To understand the role bonds can play in a balanced portfolio
Discover how thematic equities fit into overall portfolios
Learn about the benefits of currency exposure in a diversified portfolio

In Focus: Advice for Women

How to attract more women to the profession

To understand what drives people towards financial advice as a career.
To better encourage and mentor younger women in the industry.
To be able to educate more people about the profession.

In Focus: Advice for Women

How to help women who are asset rich but pension poor

After reading this, you should be able to explain how the property fits into a retirement plan.
To be able to explain how to improve income prospects for women.
To show a greater understanding of how to help close the pension gap.

How cloud architecture can improve your business

Describe cloud architecture
Identify the three main types of cloud architecture
Explain the benefits of using cloud architecture

How to balance living with giving

Explain how to balance living with giving
Identify how advisers can help families mitigate potential poverty in later life
Describe why analysis and planning is important

Sustainable Investing

Guide to investing in the next generation of sustainable growth

Describe how the pandemic has changed the nature of sustainable investing
Explain how one can achieve diversification in a sustainable investment portfolio
Identify the opportunities in next generation healthcare

In Focus: Advice for Women

How to give pension advice to same-sex couples in divorce

By the end of this feature, you should understand the three options facing divorcees.
You should be able to explain how each pension division option affects both parties.
You can explore various options with clients to help them split their pension.

Investing in European equities

Describe some of the challenges facing the Eurozone economy
Explain what to look for in European stocks
Identify areas to invest in in Europe

What are the roles and responsibilities of trustees?

Explain trustees' duties and responsibilities
Identify which accounts and records must be retained for HMRC
Describe trustees' investment duties

How the new tax rises will affect company directors and dividends

Describe some of the challenges created by the NI tax changes for business owners
Identify how business owners can adapt to the changes
Explain some alternatives to convetional dividends and salary

What to consider when advising a newly wealthy client

Describe the challenges faced by advisers dealing with the newly wealthy
Explain some of the pitfalls of being newly wealthy
Identify a good giving policy

Can machine learning improve client outcomes?

Describe how machine learning can be used by financial services
Identify some of the challenges of machine learning in the sector
Explain how to think about machine learning in financial services

In Focus: Advice for Women

How to help close the gender pension gap

To understand why the pension gap persists.
To be able to encourage people to start saving earlier into their pension.
To be able to explain why saving small amounts early can bolster pension pots.

How to establish your client's sustainability preferences

Describe some of the challenges relating to assessing a client's ESG inclinations
Explain how to adapt one's style as an adviser when dealin with sustainability
Identify clients' emotional attitude to sustainability

How to deal with someone close to retirement whose plans have changed

Describe some of the challenges of managing clients close to retirement
Identify ways of dealing with some of these questions
Describe some of the ways of preparing for upsetting life events

How an adviser can contribute to a client's well-being

Understand the importance of relaying how an adviser adds value.
Describe the various ways clients can benefit from advice.
Explain the processes that an adviser can work with a client to improve their finances.

Elevating ESG: Now is the time for fund managers to step up their reporting

Describe the importance of strong ESG reporting.
Understand how ESG reporting will help advisers and clients make the right decisions.
Explain what steps need to be taken by fund managers in improving their ESG reporting.

In Focus: Advice for Women

Why changing the triple lock would hit women hardest

To understand the problems with the triple-lock.
To be able to explain the mechanism to pensioners.
To be able to help women achieve better retirement outcomes.

The outlook for emerging markets after the pandemic

To understand the factors which drive emerging market equity performance
To discover how emerging markets have changed over the past decade
To discover how emerging markets have changed over the past decade