CPD

All CPD content

Vantage Point: Investing for growth

What role can active ETFs play in portfolios?

  • Explain how active ETFs work
  • Understand how active ETFs differ from investment trusts
  • Identify the liquidity considerations associated with active ETFs
Approx.30min

Investments

What is evidence-based investing?

  • To be able to define evidence-based investing
  • To be able to identify the reasons for the performance of evidence-based investing
  • To explain the significance of value investing
Approx.30min

Talking Point

Allocating private market assets in a multi-asset portfolio

  • Explain how private market assets can fit into a portfolio
  • Explain why liquidity is an important consideration
  • Describe the benefits of LTAFs
Approx.30min

Trusts

Planning for your disabled child's future: two trust options explained

  • Describe the benefits of a discretionary trust
  • Explain the benefits of a disabled person's trust
  • Explain the difference between a discretionary trust and disabled person's trust
Approx.30min

In Focus: Values-based investing

What the FCA's sustainability disclosure regime means for advisers

  • Describe the FCA's new rules on sustainability disclosure and investment labels
  • Communicate who is affected by the SDR rules
  • Explain advisers' obligations under the SDR rules
Approx.30min

Tax

What is making onshore insurance bonds more attractive?

  • Explain the benefits that onshore bonds offer
  • Explain the difference between onshore and offshore bonds
  • Explain the benefits that offshore bonds offer
Approx.30min

Budget

What tax changes could be on the Budget cards?

  • Describe some of the principles of the UK tax system
  • Explain the core concepts introduced by Adam Smith
  • Explain the challenges with raising CGT
Approx.30min

Pensions

Aligning risk throughout the client decumulation journey

  • Explain the difference between assessing risk in decumulation versus accumulation
  • Understand the need to align investment risk with the appropriate income risk for clients in decumulation
  • Identify suitable financial planning tools for use in retirement income advice
Approx.30min

Vantage Point: Investing for growth

What role do pharmaceutical stocks play in portfolios?

  • To be able to explain the different trends happening in healthcare
  • To understand the role of pharmaceuticals in a broader equity portfolio
  • To be able to explain the major areas of potential growth for healthcare companies
Approx.30min

Inheritance Tax

IHT could be about to change – what are the current rules?

  • Describe some of the challenges of planning for inheritance tax
  • Explain how gifting works
  • Identify some options relating to gifting property
Approx.30min

Vantage Point: Investing for growth

Are emerging markets set for a rally?

  • To be able to explain how US monetary policy impacts emerging markets assets
  • To understand how the Chinese stimulus may impact emerging market assets
  • To discover how commodity prices impact emerging market assets
Approx.30min

Investments

Why govt review must address issues in UK’s pension transfer system 

  • To be able to explain the aim of the government's pensions review
  • To be able to explain how customer trust can be regained
  • To be able to explain how the FCA can help to tackle the problem
Approx.30min

Investments

What are the advantages of the active ETF structure?

  • Describe some of the advantages of ETFs
  • Explain the liquidity process
  • Identify the tax treatment of ETFs
Approx.30min

FT Wealth Management

Can investing in British assets work for savers?

  • List what the government means by British assets
  • Explain how companies are investing in UK assets
  • Summarise the pros and cons of UK asset investing
Approx.30min

Investments

Non-doms: what do we know ahead of the Budget?

  • To be able to explain some of the principles of the potential changes to the non-dom regime
  • To be able identify how foreign income and gains will be treated before and after four years
  • To be able to identify alternative countries for non-doms
Approx.30min

Investments

The FCA must do more to get people investing

  • To be able to learn steps to improve investor engagement in financial products
  • To identify ways to improve wording around financial products
  • To be able to appreciate the issues around cash
Approx.30min

Vantage Point: Finding Value

Is the US headed for recession?

  • To be able to describe the impact of lower interest rates on an economy
  • To understand the impact of rate cuts on the inflation outlook
  • To understand the fiscal policy outlook in the US
Approx.30min

Talking Point

Guide to equity income and dividend investing

  • To be able to describe how the economic outlook could affect equity income
  • To be able to explain how tech stock dividends are changing income investing
  • To be able to explain how to build a diversified income portfolio
Approx.60min

Vantage Point: Finding Value

Why have pension funds been selling UK equities?

  • To be able to explain how changes to the pensions market have impacted demand for UK equities
  • To understand the reasons for UK equity underperformance in recent years
  • To discover what impact regulatory changes could have on demand for UK public equities
Approx.30min

Multi-asset

Guide to multi-asset funds

  • To be able to broadly understand the purpose of multi-asset funds
  • To identify factors affecting multi-asset funds
  • To explain what investors look for in a multi-asset fund
Approx.60min
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