CPD

All CPD content

What advisers need to know about the impact of BTL rule changes

How the law has changed for renters
How the law has changed for landlords
Identify where housing stock is coming from

Overcoming some of the challenges with ESG investing

Describe some of the challenges adviser face with the next generation
Identify the challenges behind advising on ESG investments
Explain some of the difficulties with the ESG concept

Solving the global dividend puzzle

Explain why dividends have been falling around the world
Describe a capital intensive business
Identify areas of growth

Trusts can protect family assets through the generations

Describe some of situations that can be prevented with assets being held in trust
Identify the reasons why trusts protect assets in the event of divorce or widowhood
Explain how assets in trusts can be used

Sustainable Investing

Guide to sustainable investing

Describe some of the challenges over sustainable investing
Identify the reasons for the valuation of companies with high ESG ratings
Explain some of the pitfalls with ESG funds

How advisers can help clients prepare for Brexit amid uncertainty

Identify the key ways Brexit is likely to affect clients
Explain why paying attention to cyber security will be very important
Identify the actions advisers need to be carrying out now

Why prenups are taken more seriously

Describe the significance of the Radmacher case on prenups
Explain the significance of prenups
Describe why more people are using them

Guide to multi-manager funds

Describe how multi-manager funds have performed
Explain how the traditional asset allocation methods have broken down
Describe how multi-manager funds are trying to solve the income conundrum

How the new Job Support Scheme will work

Describe how the Job Support Scheme will work
Describe a drawback of the scheme
Identify an alternative for helping struggling companies

Does commercial property have a future?

Describe some of the problems facing commercial landlords at present
Describe some of the problems with the rent moratorium
Explain how to find a good property investment

Smaller companies are offering opportunities

Describe some of the advantages of investing in small cap stocks
Explain why there is more liquidity
Identify the reasons smaller companies can pay dividends

The risks and dangers of cryptocurrencies

Describe some of the risks associated with cryptocurrencies
Identify what companies have to do if they are involved with cryptoassets
Explain what companies have to do to protect themselves from internet criminals

Understanding ESG terminology

Describe the terminology used in the ESG eco-system
Explain the impact of regulatory changes on ESG investment products
Describe the concept of greenwashing

Retirement Income

What the FCA's rules on investment pathways mean for clients

Identify key points in FCA retirement outcomes review paper
Explain what the standardised objectives are
Explain what the implications are for advisers

Guide to managing longevity risk

To ascertain the effects of longevity risk on a portfolio
To be able to explain to clients the different ways of structuring a portfolio
To understand what sequencing risk means for a pension portfolio

How redundancy payments will be affected by tax

Describe some of the issues relating to the taxation of redundancy payments
Identify some situations when redundancy payments up to £30,000 can be taxed
Explain the use of CJRS for redundancy payments

The importance of multi-asset investing for pension planning

To understand various multi-asset strategies in decumulation
To be able to explain different investment approaches
To be able to assess how to construct tailored multi-asset portfolios for pensions

Discretionary Management

The technology needed to run a DIM

Describe the use of apps by discretionary investment managers
Identify some of the reporting rules required by the regulator
Explain the 10 per cent rule

Investing in European equities

Explain the outlook for European equities
Identify the sectors that may survive or do well after the crisis
Explain how European equities compares to UK equities

What the FCA's paper means for property funds

To understand the reasons why property funds have gated
To be able to explain the long-term diversification benefits of property
To be able to grasp what the FCA's recommendations might mean for client portfolios