CPD

All CPD content

Infrastructure CPD course

Guide to investing in infrastructure

To understand what is driving investor interest in infrastructure and how the sector is expected to grow.
To learn how to get exposure to infrastructure as an asset class.
To comprehend the advantages and opportunities offered by the asset class.

Infrastructure CPD course

How retail investors are getting into infrastructure

To understand why infrastructure has become popular.
To learn whether infrastructure is better for growth or income.
To ascertain where investors could go for the best infrastructure prospects.

Infrastructure CPD course

Where does infrastructure sit in a portfolio?

To understand why infrastructure might work in a portfolio.
To learn what sort of diversification infrastructure might bring.
To understand the risk and return profile of infrastructure investments.

Infrastructure CPD course

The pros and cons of listed infrastructure

Learn the difference between listed and unlisted infrastructure.
Comprehend the advantages of investing in listed infrastructure assets.
Understand the headwinds facing the asset class and its impact on investments.

Infrastructure CPD course

How infrastructure helps growth or income investors

To understand what has driven infrastructure.
To learn about the growth and income aspects of infrastructure.
To ascertain the pros and cons of using it in a portfolio.

Guide to advising vulnerable clients

To learn what 'vulnerable' means.
To understand how firms should identify and deal with vulnerable clients.
To ascertain how to communicate with vulnerable clients and other professionals.

The rise of specialist lending

To understand new areas of specialist lending
To grasp how commercial buy-to-let works
To learn about development finance

IFAs are still in the eye of the storm with managed assets

To understand the growth of discretionary services.
To learn the difference between discretionary and multi-manager assets.
To ascertain whether a managed service is right for your clients.

Autumn Investment Monitor 2017

Learn about the current macro outlook and how this affects asset classes such as equities and bonds
Understand recent investment trends, including a move to risk assets and an increased interest in climate change
Grasp why fund buyers have mixed opinions about absolute return products

Guide to family protection

To understand what children's cover is and does.
To learn how parents can obtain cover
To grasp how best to advise clients on various types of cover.

Mixed Investment

Funds for managing in volatile times

To understand how multi-asset funds work
To grasp the importance of diversification
To understand how to select the right multi-asset fund

Understanding insurance and the gig economy

To learn how the rise of the gig worker highlights the need for protection.
To ascertain the relationship between state benefits and income protection.
Understanding the protection priorities for this sector.

Investing in multi asset strategies

Understand how the demand for multi-asset funds in changing among fund buyers
Learn about the best ways to approach multi-asset fund selection
Grasp how the macro environment is affecting multi-asset investors and how bonds can play a role

Emerging Markets

Guide to investing in emerging markets

Understand the investment opportunities in the BRICs and emerging Europe.
Learn whether emerging market equities are a more attractive investment than EM debt.
Comprehend the prospects and outlook for the emerging market asset class.

Why a dose of reality is needed for pensions planning

To understand more about longevity risk
To learn how to communicate with vulnerable clients
To learn about the risks in managing retirement outcomes

Alternative Investment

Investing in alternative assets

Learn about the range of alternative asset options available to fund buyers
Understand how illqiuidity is not the only factor when assessing specialist debt markets
Grasp how to assess investment trusts when seeking access to illiquid assets

Still surging: Income drawdown survey 2017

Learn about the income drawdown products currently on offer
Gain an understanding about the challenges facing providers
Grasp how the industry is changing

Are investors any closer to understanding fund fees?

Learn about the various charges for advisers and asset managers
Be able to describe how these charges work
Gain an understanding of how regulation is likely to shape the future of the industry

The rise of paraplanning: Better the planner you know

Understand how the role of a paraplanner is changing
Learn about the differences between in-house and outsourcing
Gain an understanding of the relationship between paraplanners and advisers

Property funds one year on: How the sector has recovered

Be able to describe the differences between open-ended and closed-ended vehicles
Gain an understanding of property fund and trust performance
Learn the challenges faced by property fund and trust managers

Guide to buying and selling a firm in 2017

To understand the current trends in advisory M&A activity.
To learn how to groom a firm for sale.
To understand how to protect the clients

How to assess beneficial ownership of trusts

To learn what the new rules on beneficial trusts are.
To understand how to work with trustees.
To ascertain who might be included in the class of beneficiaries.

Ethical Investing

What advisers should know about impact investing

To understand what impact investing is.
To learn how to measure impact.
To see how it can fit into an investor's plan.

Alternative Investment

Guide to investing in alternatives

Understand whether infrastructure and gold have a place in an investor's portfolio.
Learn whether investment trusts are the best way to get exposure to alternative assets.
Comprehend whether collectible investments can be a useful portfolio diversifier or avoided altogether.

How advisers can answer protection questions

To understand the different types of cover.
To learn why it is important to help clients get appropriate cover.
To grasp how to debunk some of the protection myths.

Why fresh thinking is needed on investment fees

To understand what the FCA's fee study is proposing.
To learn what is the issue with flat fee structures.
To ascertain different fee models to make costs fairer for the client.

Investing in equity: Specialist sectors

Learn how technology is changing the outlook for global equities
Understand the debate over the future for the pharmaceutical and biotechnology sectors
Grasp why insurers could overtake banks as the preferred financial stock

Guide to investing in China

To understand what impact the addition of A shares to MSCI will have.
To ascertain what investment opportunities and risks abound in mainland China.
To learn how to create portfolios to capture China growth but minimise risk.

Financial Conduct Authority

Senior managers must be held to account

To understand how the senior managers regime has been applied to financial advisers
To learn how the regime works
To understand what happens when the FCA gets involved

Why blockchain should matter to advisers

To understand what bitcoin and blockchain is.
To ascertain the pros and cons to blockchain.
To learn how this can help fund transactions in the future

How AI can help advisers with Mifid II

To understand what Mifid II is going to bring in.
To learn what hidden obstacles might lurk in the legislation.
To learn what sort of strategies can help ensure compliance.

Guide to using property to fund retirement

Understand how equity release works and how it can be used to fund retirement.
Learn whether buy-to-let investing is a suitable way to plan for later life.
Comprehend the difference between property shares, Reits and commercial property funds and the pros and cons of each for a retirement portfolio.

How to cope with the ever-changing workplace

To understand what changes are in force in the workplace.
To ascertain why these changes will benefit certain types of firm and client.
To learn how to create advice solutions that will stand the test of time.

Inheritance Tax

How to carry out inter-generational planning

To ascertain what is important about IHT planning.
To understand how different investment types can help with IHT planning.
To learn what sort of investment strategies could help clients.

Investing in Asia 20 years after the financial crisis

Understand how the Asian crisis began and what lessons have been learnt
Learn about the current risks over a occurrence and the impact of China on markets
Grasp how equity markets have recovered and where opportunities for growth may lie

Guide to Brexit one year on

Understand the impact the Brexit vote has had on sterling and spending power in the UK.
Comprehend what the UK economy may look like post-Brexit.
Learn what advisers and investors should watch out for during the negotiations and whether the risks to pensions have increased.

Hybrid solutions for risk-averse investors

To learn about the challenges facing bond investors
To understand about the advantages of hybrid capital
To see a different side to bond investing

What you need to know about data protection

To learn what the GDPR is.
To understand what steps are needed to help pension schemes get ready.
To ascertain what additional measures are needed to ensure compliance.

Why interest rates could rise this year

To understand why rates are so low.
To learn what might trigger a rate rise.
To ascertain what sort of investment strategy could help clients.

Shaking up the competition: Wraps & platforms survey

Gain an understanding of the current market
Learn about the challenges faced by providers
Grasp how regulatory changes could reshape the industry