CPD

All CPD content

Intergenerational Wealth CPD course

Guide to involving the next generation

Describe how to involve the next generation in financial planning
Identify challenges to getting the next generation involved
Explain the importance of intergenerational wealth transfer

Intergenerational Wealth CPD course

Balancing intergenerational wealth with care needs

Describe the challenges of care and intergenerational wealth
Identify ways of planning for later life care costs
Explain how gifting and trusts can help

The role of alternative assets in a portfolio

Explain how alternative assets work
Describe some of the challenges with alternative assets
Identify the advantages of alternative assets

Is the UK economy heading for stagflation?

Describe the economic conditions in which stagflation happens
Learn about the consequences for investors of stagflation
Explain the different types of inflation

How wills and trusts work

Describe how trusts work
Explain how wills work
Identify the importance of Lasting Powers of Attorney

In Focus: Intergenerational Wealth

How generational investment aspirations have shifted

To understand how Covid-19 has shaped younger people's investment plans
To be able to explain the risks and opportunities of investing sustainably
To be able to ascertain the priorities of younger investors

Should you white label a platform?

Describe the advantages of white labelling a platform
Explain how white labelling works
Identify any drawback from white labelling

In Focus: Intergenerational Wealth

How to help clients manage inheritance hopes

To understand what young people's mindset is towards inheritance.
To be able to explain why they need to become financially independent.
To be able to communicate ways to help younger generations start saving.

Where next for ESG?

Understand what changes there have been to the advice process regarding ESG investing
Describe how ESG investing might evolve in the next few years
Identify how investor demands are changing in relation to ESG

What is the long-term outlook for UK inflation?

To explain the directions inflation could take in the coming years
To describe the impact of the pandemic on the inflation outlook
To understand the inflation threat to the UK economy

How new and existing advisers should adapt post-Covid

Explain how to prepare for an in person client meeting for the first time
Identify ways in which building a framework can strengthen relationships
Explain how to balance in person and virtual meetings

In Focus: Retirement Income

How a multi-index approach can help pension planning

To understand how index funds work together in a portfolio.
To be able to ascertain how multi-asset portfolios can combine into a lifetime strategy.
To explain to clients what is, and what is not, suitable for their long-term needs.

Capital Gains Tax

What the proposed changes to CGT mean

Describe some of the challenges with CGT
Explain some of the recommendations from the Office of Tax Simplification
Identify the proposed tax treatment of disposal of property

What does the future hold for US equities?

Describe some of the fundamentals of the US stock market
Explain the dominance of tech stocks
Identify other factors affecting the US markets

How the commercial property sector can save itself

Describe the challenges facing the retail property sector at present
Identify how landlords are trying to help tenants
Describe the prospects of the physical shopping experience

Guide to UK equities after the pandemic

To understand how the changing global economy impacts UK equities
To understand the impact of the pandemic on dividends
To learn about the outlook for UK mid and small cap shares

In Focus: Retirement Income

Tax-free cash: take it or leave it?

To understand why some people might take tax-free cash on retirement.
To be able to explain why it might be best to keep the funds invested.
To ascertain what option might be best for individual clients.

How to access venture capital

Describe how to get hold of VC funding
Identify what makes a good VC investor
Explain the most important aspects of getting a business off the ground

Helping clients to understand how LPAs work

Explain the different types of LPA
Explain how an LPA is set up
Identify how restrictions and conditions can feature in an LPA

Inheritance Tax

Guide to intergenerational wealth transfer

Explain how advisers should approach conversations with the different generations
Identify ways to mitigate inheritance tax bills
Explain how to pass on pension wealth to beneficiaries