CPD

All CPD content

Investments

Thematics or fads: what to consider in thematic investing

  • Describe what thematic investing is
  • Explain the advantages of thematic investing
  • Identify the significance of ETFs
Approx.30min

Property

How PDRs can help solve the housing crisis

  • Describe the changes bought about by the permitted property development rights
  • Explain the intention behind those changes
  • Describe who could take advantage of them
Approx.30min

FT Wealth Management

In sickness and in wealth: why more advisers are talking about insurance

  • To explain why protection needs to be considered as part of the conversation
  • To list ways that protection can help augment financial plans
  • To summarise how insurance can help with intergenerational wealth transfers
Approx.30min

Investments

What are convertible bonds and when to use them?

  • Explain the advantages of using a convertible bond
  • Explain the disadvantages of using a convertible bond
  • Explain how convertible bonds fit into a portfolio
Approx.30min

Pensions

What’s the difference between a pension buy-in and buyout?

  • Explain the impact of higher gilts yields on pension scheme funding levels
  • Explain the features within a pension buy-in and buyout policy
  • Explain how a pension scheme prepares for an insurance transaction
Approx.30min

Work and wellbeing

How to help clients align visions and values

  • To be able to explain what impact means to different clients
  • To be able to list ways in which a client's vision and values might be matched by financial solutions
  • To be able to summarise environmental and financial understandings of stewardship
Approx.30min

Talking Point

'Investors ignore geopolitics at their own risk'

  • Explain how the value approach to emerging markets works
  • Explain how risk is managed
  • Describe the outlook for emerging markets
Approx.30min

Vantage Point: Investing for lower rates

What’s next for inflation?

  • Describe how market reactions to the inflation outlook have changed
  • Identify the reasons for the pace of decline in inflation possibly slowing
  • Explain how the labour market impacts inflation data
Approx.30min

Talking Point

Investing in emerging markets

  • Explain the role of emerging markets in a portfolio
  • Identify the opportunities brought by emerging market equities
  • Explain the impact of domestic and geopolitics on emerging markets
Approx.30min

Investments

How the EIS has grown in popularity with investors

  • Describe how the EIS works
  • Explain the differences between EISs and VCTs
  • Identify the tax benefits of EISs
Approx.30min

Investigation: Future of DC

How can investing in illiquids help Britain's pension savers?

  • Describe the challenge facing DC pension schemes and their investment profile
  • Identify the issue with daily liquidity
  • Explain the value for money Framework
Approx.40min

Investigation: Future of DC

What Australia's superfund structure can teach UK schemes

  • Describe how the Australian Superannuation system works
  • Explain what is meant by 'stapling'
  • Identify any flaws in the Australian pension system
Approx.40min

Investments

How advisers can help clients remain resilient during difficult periods

  • Explain how to help emotionally charged clients
  • Describe the characteristics of those with high financial self-efficacy
  • Explain what it means for clients to have agency over their investment decisions
Approx.30min

Talking Point

What are the challenges and opportunities in private assets?

  • Describe the opportunities and challenges in private assets
  • Explain how regulation is changing private markets
  • Explain the role technology plays in private markets
Approx.30min

CPD

What next for bonds?

  • Explain the drivers of bond market returns in recent years
  • Describe how interest rate movements impact bond prices
  • Explain how monetary policy impacts the riskier part of bond markets
Approx.60min

Investments

How are Japanese investors changing?

  • Describe the change in appeal of the stock market to retail investors
  • Explain the impact of the Nisa
  • Identify external interest in Japan as an investment case
Approx.30min

Talking Point

How tech and regulation are vital to private asset investing

  • Explain government measures being rolled out to push for greater private asset investing
  • Explain how technology can help investors
  • Explain what pension schemes are doing in private asset investing
Approx.30min

Elevating fixed income

How to assess the challenges and opportunities in the global bond market

  • To be able to summarise the reasons for fixed income's popularity
  • To be able to explain the nature of the challenges in the market
  • To be able to list areas of opportunity within portfolio construction
Approx.30min

Investments

What are the tax implications for individuals inheriting company shares?

  • Describe some of the challenges with business relief-qualifying shares
  • Explain how business relief works
  • Identify how directions in a will interact with a company’s articles of association
Approx.30min

Cryptoassets

What is the future for celebrity endorsements of crypto investments?

  • Describe the reasons for Ronaldo being sued for his promotion of NFTs
  • Explain why consumers are so vulnerable to crypto investments
  • Identify any restrictions to investing in cryptos in the UK
Approx.30min

Pensions

Navigating divorce as a stay-at-home spouse

  • Describe the role of a stay-at-home spouse and the impact it can have on an individual’s financial security
  • Identify the measures that can be taken to ensure financial independence for both parties, particularly in the event of divorce
  • Explain the tax advantages of having shared responsibility for family finances
Approx.30min

Vantage Point: Achieving Diversification

Factor investing: what is momentum and how can it be applied?

  • Describe how momentum and sustainability factors work in principle
  • Explain how malfunctioning of the stock market helps momentum investing
  • Identify how sustainability works as a factor in investing
Approx.30min

FT Wealth Management

Covid-19 and the lessons of true diversification

  • To understand how Covid-19 changed ideas about diversification
  • To list ways to diversify across geography and asset class
  • To be able to explain duration, style and currency diversification
Approx.40min

Elevating fixed income

Why getting duration right is vital for portfolio allocation

  • To explain what rate changes mean for duration
  • To list ways that managers use duration in portfolios
  • To summarise how duration can help diversification
Approx.30min

Your Industry

Financial abuse on the rise: what can advisers do to help?

  • Describe what financial abuse is
  • Identify the role financial advisers play in detecting signs of financial abuse
  • Identify steps that can be taken to challenge financial abuse and recover misappropriated funds
Approx.30min

Vantage Point: Portfolio Construction

What's next for the global economy?

  • Explain the latest economic data
  • Describe the impact of monetary policy on the economic outlook
  • Identify how fiscal policy may be changing
Approx.30min

Talking Point

What investing in the new normal means for investors

  • Identify the investment implications of the regime shift
  • Identify the types of portfolios that might struggle in the regime shift
  • Explain how investors should approach the regime shift in their portfolio construction
Approx.30min

Cryptoassets

How to navigate the cryptocurrency tax landscape

  • Describe some of the challenges relating to crypto assets and taxes
  • Explain some of the pitfalls of not cashing in profits
  • Identify banks' treatment of crytpo assets for business customers
Approx.30min

Property

What you need to know about maintenance payments when handling a divorce

  • Describe how maintenance orders in divorces are arrived at
  • Explain how long they can last
  • Describe the impact of a child's education
Approx.30min

In Focus: Preparing for the year ahead

What the FCA's call to action means for wealth managers

  • Describe the FCA's concerns around wealth management
  • Identify how managers can meet the FCA's expectations
  • Communicate the strategic implications of new regulation
Approx.30min

Pensions

How to help self-employed clients sort out their pensions

  • To be able to list ways to create income for retirement
  • To list some of the allowances involved with self-employed clients
  • To be able to explain some of the tax structures affecting self-employed and employer clients
Approx.30min

FT Wealth Management

How regulation is shaping sustainable investing

  • To outline global regulatory changes in sustainability
  • To be able to explain greenwashing and greenwashing measures
  • To summarise key considerations to discuss with clients
Approx.30min

Investments

Size vs value: what to consider when factor investing

  • Describe the size and value factors in investing
  • Explain when and how each succeeds
  • Identify some misconceptions about size and value factors
Approx.30min

Property

How are assets split on divorce?

  • Describe the ways in which the courts split assets of a divorcing couple
  • Explain why it is important to consider court attitudes to divorce
  • Identify the reasons for spousal maintenance order
Approx.30min

Vantage Point: Portfolio Construction

What advisers need to understand about the business relief system

  • Understand the nature of the business relief system
  • Explain the challenges around liquidity when seeking this relief
  • Identify the questions to ask a product provider in this space
Approx.30min

In Focus: Preparing for the year ahead

What advisers need to know about the year ahead

  • Communicate key considerations around the economy and markets in 2024
  • Identify the biggest regulatory changes in the coming year
  • Describe how 2024 might impact advice businesses
Approx.30min

Investments

How to navigate major changes to the financial promotion regime in early 2024

  • Identify upcoming changes to the financial promotion regime
  • Explain important changes to exemptions for promotions to HNWs
  • Describe changes to promoters of financial products
Approx.30min

CPD

How to understand factor investing

  • Explain factor investing
  • Identify the principles of a quality stock
  • Describe a minimum volatility stock
Approx.30min

Talking Point

What digital rights mean for investors

  • Explain what is meant by digital rights
  • Explain why the debate around digital rights is growing
  • Explain the role of the advisers in helping clients gain better understanding about digital rights
Approx.30min

Elevating fixed income

How to make diversification work with equities and bonds

  • To list the challenges with creating robust portfolios during difficult market conditions
  • To summarise the importance of diversification with a long-term strategic plan
  • To explain how bonds, equities and other asset classes work together in portfolios
Approx.30min

Responsible Money

What next for responsible investment funds?

  • To be able to explain the terminology associated with the responsible investing universe
  • To understand the impact of regulation on the responsible investing universe
  • To discover how social impact is becoming more central to providers' thoughts
Approx.30min

Talking Point

'Confidence will return to the UK market'

  • Explain how structural and technological changes are impacting equity investors
  • Explain how key equity markets have been performing
  • Explain how important valuation is
Approx.30min

Inheritance Tax

Inheritance tax and the 14-year rule

  • Describe the 14-year IHT rule
  • Explain potentially exempt transfers
  • Identify the influence of transfers made within 14 years of death
Approx.30min

Talking Point

Multi-asset investing in fast-moving times

  • Identify ways to protect portfolios against inflation
  • Explain the role of cash in diversified portfolios
  • Explain how equity assets perform in periods of high inflation
Approx.30min

Elevating fixed income

Government bonds are back in fashion – but will they stay in favour?

  • To list the reasons why government bonds have become fashionable
  • Explain the ways gilts can be used in portfolios
  • Summarise how investors can use short and long-dated bonds as part of the overall investment strategy
Approx.30min

Responsible Money

What is the regulatory outlook for responsible investment funds?

  • Explain the different terminologies associated with responsible investing
  • Describe how the UK and EU rules may differ
  • To be able to explain how the rules around responsible investing may change
Approx.30min

Investments

How are bonds holding up as inflation seems to settle?

  • Describe some of the challenges created by the bond markets and inflation
  • Explain what factors are affecting inflation right now
  • Identify the role of the unions in the US
Approx.30min

Platforms

Guide to consumer duty and platforms

  • Describe the impact of the consumer duty on platforms
  • Explain how platforms can help advisers in the consumer duty
  • Identify the role of technology upgrades in platforms, and the bearing it has on consumer duty
Approx.60min

Cryptoassets

What is happening with crypto regulation?

  • Describe what the regulation will affect regarding the promotion of crypto assets
  • Explain who crypto assets can be promoted to
  • Identify how the regulation would work
Approx.30min

Investments

Guide to managing bonds in an income portfolio

  • Explain the sensitivity of different parts of the bond market to interest rates
  • Describe the supply and demand dynamics of bond markets
  • Explain the different parts of the corporate bond market
Approx.60min

Elevating fixed income

How to create a sustainable bond portfolio

  • To be able to summarise how sustainable fixed income investing works.
  • To be able to explain the advantages and risks of sustainable fixed income.
  • To be able to list ways to assess different fixed income investments.
Approx.30min

Responsible Money

Finding the next generation of thematic responsible investments

  • Identify the next generation of responsible investment opportunities
  • Describe how to build a diversified responsible investment portfolio
  • Identify the main factors to consider when building a thematic portfolio
Approx.30min

Cash

What do you do when your client is stuck in cash?

  • Describe some of the challenges with clients who have too much cash
  • Explain the concept of financial comfort
  • Identify the potential for AI in client conversations
Approx.30min

Talking Point

Global equities: navigating the markets in uncertain times

  • Explain what is driving the performance of global stocks
  • Identify the industries that can best withstand a global recession
  • Explain ways to minimise investment risks particularly in uncertain times
Approx.30min

Podcast

Where are the opportunities in sustainable fixed income?

  • Communicate popular ESG fixed income strategies
  • Explain how bond managers are responding to market turbulence
  • Highlight how ESG bonds can act as a diversification tool
Approx.30min

Cryptoassets

How to pass on crypto assets

  • Describe the challenges of dealing with crypto assets owned by a person who has died
  • Explain some of the tax consequences of crypto assets that turn up some time after probate
  • Explain how to use crypto assets in the event of divorce
Approx.30min

Property

Navigating international divorce for HNW clients

  • Describe what happens with divorcing HNWs and celebrities
  • Explain when the courts get involved
  • Identify the impact of the courts on the childcare arrangements
Approx.30min

Vantage Point: Portfolio Construction

Is the US economy still heading for recession?

  • Explain the lags associated with monetary policy
  • Understand the reasons why the US economy has performed robustly so far
  • Identify why asset prices have responded as they have this year
Approx.30min

Talking Point

Guide to multi-asset investing in unpredictable times

  • Describe some of the challenges around multi-asset investing
  • Explain the impact of high inflation on asset classes
  • Identify how fund managers are finding ways to diversify
Approx.60min

Pensions

Guide to inflation and retirement income

  • Describe some of the challenges of high inflation on retirement funding
  • Identify some of the solutions to this issue
  • Explain how different cohorts are affected by high inflation and their pension
Approx.60min
Load more…