All CPD content
Understanding state benefits and protection - part two
- To learn about the state benefits currently available.
- To comprehend the role of protection within the social and state benefits system and the impact on clients.
- To understand the opportunities and pitfalls for the protection industry in filling the financial gaps left by the benefits system.
A systematic approach to social investment
- Learn what ESG and ethical considerations are and how they have been adopted by the investment management industry.
- Understand how ESG issues can be incorporated into an investment strategy and the potential impact.
- Comprehend the role the UN PRI plays and how ESG policies can be monitored.
The Guide: Fixed Income
- Gain an understanding over how fixed income markets have acted this year and what factors will affect prices and yields in the future
- Comprehend the different types of fixed income instruments and where opportunities might lie given the current environment
- Grasp how the regulation of asset managers is affecting investing in fixed income funds