All CPD content
How to use ETFs to get exposure to thematic investing
- Identify what thematic investing is and why it has been associated with active management.
- Describe why it is important to understand the aim of the index methodology and how they are constructed.
- List why it is important to ensure investors have a meaningful exposure to a trend.
Guide to the Isa market
- Describe the history of Isas and why they have become a building block in client portfolios.
- Identify how to protect investments held in stocks and shares Isas from volatility and whether there is value in having a cash Isa.
- List the different types of Isa available now and consider whether there are too many in the market.