CPD

All CPD content

Your Industry

What non-court options are there for divorcing couples?

  • To be able to identify different options available for divorcing couples
  • To identify which type of action may be useful
  • To describe when arbitration is helpful to a divorcing couple
Approx.30min

Mortgages

How to be a 'nosy broker' and spot the signs of fraud

  • Explain ways in which clients might try to game the system
  • Outline different problems this could cause for clients and companies
  • List ways to protect yourself and your company
Approx.30min

Better Business

How do clients make the right financial decisions?

  • Describe what behavioural biases are
  • Explain how behavioural biases can affect financial decision-making
  • Outline ways to tackle behavioural biases
Approx.30min

Podcast

Helping homeless Britons to be more financially resilient

  • To list the ways in which not having a fixed address can prevent social mobility
  • To explain ways to help become more financially resilient
  • To suggest ways to signpost people to the support they need to get back on their feet
Approx.30min

Talking Point

What tech stocks' volatility tells us about the future of AI

  • To be able to explain the reason behind recent volatility in tech stocks
  • To be able to explain the benefits of volatility to investors
  • To be able to identify the assets likely to benefit as AI develops further
Approx.30min

Mergers and acquisitions

Why advice firms need to consider succession planning

  • To be able to explain the benefits of having a good succession plan
  • To be able to describe the challenges associated with succession planning
  • To be able to identify the options available in succession planning
Approx.30min

Investigation: Future of Scotland as a financial services centre

How Edinburgh's rich heritage defines modern financial services

  • To be able to explain how financial services has evolved in Edinburgh
  • To understand the history of the industry in Scotland
  • To be able to explain the consolidation of the industry in Edinburgh
Approx.30min

Work and wellbeing

How financial services can help develop social mobility

  • To list ways that a lack of social mobility can be manifested
  • To be able to summarise programmes that can help create a strategy to boost social mobility
  • To explain how financial services companies can get involved
Approx.30min

Better Business

How pictures of posh houses on your website might turn away potential clients

  • Outline the issues around DE&I in financial services
  • Explain the ways in which DE&I can improve business performance
  • List the ways that inclusion can be implemented across all firms, large and small
Approx.30min

Protection

Are we any closer to regulating AI?

  • To be able to explain some of the regulatory issues around AI
  • To identify the role of GDPR
  • To be able to summarise the business process steps to take
Approx.30min

Your Industry

How business should look to enforce restrictive covenant clauses

  • Describe the point of restrictive covenants
  • Explain when they might be used
  • Identify the purpose of garden leave
Approx.30min

In Focus: Consumer duty 1 year on

Assessing the impact of consumer duty and what’s next

  • Communicate the impact of consumer duty across financial services
  • Describe where firms have yet to improve under consumer duty
  • Identify unresolved issues ahead of the expansion of consumer duty
Approx.30min

Better Business

How to stop your podcasts becoming 'a graveyard for forgotten and neglected dreams'

  • Summarise a strategy for producing and recording podcasts
  • List various ways to improve your output
  • Explain how podcasts - done well - can enhance your business proposition
Approx.30min

FT Wealth Management

Anthropology and asset allocation: why demographic trends matter

  • To explain various component parts of the demographic mega trend
  • To list ways in which birthrates and longevity affect investment decisions
  • To summarise how migration and population growth influence longterm strategies
Approx.40min

Your Industry

Why advice is key to running your business

  • Explain how a financial planner can help a small business owner
  • Identify the difference between pension contributions and dividend payments
  • Describe why some advisers do not take out pensions
Approx.30min

FT Wealth Management

Friendshoring, nuclear buttons and a space race: what geopolitics is telling investors

  • To summarise the various factors pushing for deglobalisation
  • To be able to explain where there are pockets of growth
  • To list ways in which diversification can help shore up portfolios
Approx.40min

Protection

What legal protections are in place for pregnant employees?

  • Describe some of the challenges with women returning from maternity leave
  • Explain when some situations could be considered discriminatory
  • Identify when the gender pay gap takes effect
Approx.30min

Protection

What insurance specialists can learn from Nasa about AI

  • To be able to explain how AI can change businesses
  • To summarise how insurance companies are using AI
  • To list ways in which real-world opportunities for customers can be created by AI
Approx.30min

Equities

Guide to thematic investing

  • Understand key principles behind thematic investing
  • Understand how to manage volatility
  • Understand how to benchmark thematic funds
Approx.60min

Discretionary Management

Guide to MPS and outsourcing to a DFM

  • Explain the consequences of an adviser outsourcing to a DFM
  • Understand how to manage client risk
  • Explain how the forthcoming income rules on
Approx.60min
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