CPD

All CPD content

The outlook for emerging markets

Describe what drives emerging market economic performance
Explain what moves emerging market share prices
Identify the different ways one can invest in emerging markets

How to manage sequence of returns risk

Describe some of the challenges around sequence of returns risk
Describe a straightforward way to mitigate that
Explain the advantages of dynamic spending

What the FCA expects from discretionary managers

Describe some of the requests by the regulator regarding advice suitability
Explain dangers with vulnerable clients
Describe some of the dangers, and necessities with discretionary management

Property a pension scheme may or may not invest in

Explain why pension schemes might want to buy property
Identify which types of property are available for a pension fund to invest in
Describe how a pension scheme can get involved with residential property

Inheritance Tax

How to navigate proposed IHT changes post-Covid

Identify available tax exemptions and reliefs
Explain how to efficiently use trusts
Explain how to insure against liability

The benefits of setting up a trust

Explain some of the importance of trusts
Identify the role of trustees
Describe why setting up a trust is important right now

The main principles of ESG investing

Describe some of the basics around ESG investing
Explain what 'greenwashing' is
Describe what MiFID II means for advisers around ESG

Responsible Investing: The New Normal

Responsible investing in the new normal

Identify ways in which regulation is driving change
Explain how ESG funds have been performing
Explain what picking the right fund for client entails

Guide to managing a multi-asset portfolio in a crisis

Explain how to build a multi-asset portfolio
Identify ways to future-proof a multi-asset portfolio
Explain what is meant by diversification

What clients need to know about ESG investing

Explain the key terms around ESG investing
Identify the key reasons for investing responsibly
Identify the organisations and initiatives looking to drive change

How to avoid concentration in your portfolio

Describe some of the challenges relating to concentration risk
Describe how certain stocks have become concentrated in funds and indices
Identify how to mitigate the concentration risk

How to run an in-house investment committee

Describe the importance of having an investment committee
Explain how an investment committee should run
Describe the consequences of having an investment committee

How to advise professional sportspeople

Describe some of the unique financial challenges posed by sportspeople
Describe some of the steps to take when advising sportspeople, especially young footballers
Identify some financial planning iniatives to take

What the 'no-fault' divorce bill entails

Explain what has prompted the latest change in divorce law
Describe what is wrong with divorce law as it stands
Identify what divorce would mean under the new law

What is the future for value investing?

Describe what value investing is
Explain why value investing is out of favour
Describe some of the factors affecting the prospects of value investing right now

Rights that unmarried couples do and don't have

Describe the differences in property ownership between married and unmarried couples
Explain how property ownership is determined in the case of unmarried couples
Summarise how child maintenance is determined

Guide to advice after the pandemic

Describe some of the impact that the pandemic has had on advisers' working lives
Explain how it has affected client portfolios and behaviour
Describe steps to change advisers' working practices

What to look for in passive ESG investments

Identify the advantages of ESG investing through passives
Explain the potential longevity of ESG investing
Explain what stewardship means

Guide to investing in property

Describe the impact of the pandemic on property investing
Identify areas that are positive for property investing
Describe the advantages and drawbacks of open-ended and closed ended property funds

10 investor behavioural biases to look out for

Describe what behavioural finance is
Explain some of the biases that creep into investor behaviour
Identify some of the dangers that come with behavioural biases