CPD

All CPD content

What crisis teaches us about having a holistic approach

Explain how current crisis has exposed poor levels of protection
Explain how LPA can work effectively
Identify ways in which advisers can guide clients

What negative interest rates could mean for your clients

Describe the bank of England's stance on negative interest rates
Explain some of the intended consequences of negative interest rates
Describe some of the negative consequences of negative interest rates

Building a defensive income portfolio

Describe some of the problems with equity income
Identify some options, as alternatives to equity income
Explain some of the risks with alternative income-producing asset classes

How with-profits offer opportunities in tough times

Explain characteristics of with-profits
Explain regulation and capital adequacy rules
Outline how advisers can assess with-profits products

Guide to Bonds

Describe some of the main features of the bond market right now
Explain the dynamics of the gilt sector
Identify some of the challenges in the corporate bond market

Advisers must understand how to calculate top slicing relief

Explain what top slicing relief is
Outline the changes HMRC has made to calculating top slicing relief
Explain how allowances are determined

How to diversify your client's portfolio

Describe what conventional diversification is
Explain why that is not working now
Identify other forms of assets that can be used to diversify a portfolio

ESG regulations and their impact on advice

Describe the regulation that will affect advisers on ESG investing
Identify the questions you should be asking your clients
Explain what impact this will have on your advice proposition

The UK economy after the pandemic

Explain how global financial crisis impacted economy
Explain government response to pandemic
Identify long-term impact of coronavirus on economy

Sustainable Investing

Guide to building a sustainable global equity portfolio

Explain what 'greenwashing' is
Identify some investment implications of sustainability
Describe the impact of Covid-19 on climate science

Retirement Income

Understanding how couples differ in retirement planning

Explain how men and women view retirement
Identify important decisions that need to be made
Explain the impacts of partial annuitisation

The Court of Protection and why it should be the last resort

Describe the importance of avoiding the Court of Protection
Identify the Powers of the Court of Protection
Explain some of the costs involved in the Court of Protection

When and how to introduce risk into your portfolio

Explain some of the challenges in investments right now
Identify a way of mitigating volatility
Describe possible alternatives to equity income

Investing in alternatives

Identify types of alternative investments
Explain advantages of alternative investments
Explain disadvantages of alternative investments

Which videoconferencing tool to use

Describe some of the issues with videoconferencing
Explain some drawbacks of the different video conferencing tools available
Identify some of the issues around security

Guide to advice during the pandemic

Explain some of the concerns clients have right now
Identify some of the issues with videoconferencing
Describe The Pensions Regulator's stance towards DB pension transfers

How technology can save advisers time and money

Explain how a hybrid advice system should work
Identify key features in cash flow planning
Explain how tech developments in protection can help clients

Inheritance Tax

Guide to IHT planning after the pandemic

Describe some of the anxieties among clients
Identify some of the challenges over signing wills
Explain some IHT mitigation strategies

Upcoming rules that could change advice landscape

Explain key changes in regulation
Explain key changes in budget
Identify future consultations

The real reason stocks fell so dramatically

Describe some of the challenges over valuations of stocks
Explain the impact of valuations on stocks following the outbreak of Covid-19
Identify the importance of valuations on long-term performance