CPD

All CPD content

In Focus: Tax planning

Everything advisers need to know about Reeves' historic Budget

  • Describe the main policies announced by the chancellor
  • Identify what impact the Budget will have on taxpayers
  • Communicate how the government's policies could impact financial planning
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

In Focus: Protecting the nation

What scrapping the social care funding deal means for advice

  • Describe latest developments around social care funding policy
  • Explain what makes advising on social care funding difficult
  • Identify advice opportunities under the current regime
Approx.30min

In Focus: Protecting the nation

Social care: learning from the past and looking to the future

  • Communicate historic developments around social care provision
  • Explain the current political situation around social care
  • Identify ways social care funding could be tackled in the near future
Approx.30min

In Focus: Protecting the nation

Why are UK insurance companies so bad when it comes to service?

  • List the various pain points around insurers’ service levels
  • Summarise ways in which companies can help shift the dial
  • Explain how improved service leads to better financial outcomes
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

In Focus: Diversity in the profession

Six ways to build a meaningful diversity strategy in your business

  • Communicate the importance of diversity in the financial advice sector
  • Outline best practices for implementing effective diversity strategies
  • Identify practical steps to foster a more inclusive workplace culture
Approx.30min

In Focus: Retirement income advice

10 priority areas when reviewing a CRP after the FCA's thematic review

  • Identify key areas of FCA concern in retirement income advice
  • Explain how to address the FCA's concerns when reviewing a CRP
  • Highlight good practice in retirement income advice
Approx.30min

In Focus: Tax planning

How to help clients use carry forward

  • Explain how carry forward works
  • Identify the tax benefits of making use of unused pensions allowances
  • Describe how the annual allowance affects carry forward contributions
Approx.30min

In Focus: Tax planning

What advisers need to know about Budget 2024

  • Identify the main policies announced at Budget 2024
  • Communicate the impact the changes might have on people
  • Describe how they affect advisers and their clients
Approx.30min

In Focus: Pushing the advice boundary

Navigating the advice-guidance boundary

  • Describe the FCA's proposals to reform the advice-guidance boundary
  • Identify the potential risks for firms
  • Communicate the difference between Fos and court decisions
Approx.30min

In Focus: Pushing the advice boundary

Implications of FCA 'polluter pays' proposals for DB transfer advice

  • Describe the FCA's 'polluter pays' proposals
  • Identify how they might affect defined benefit transfer firms
  • Identify how DB transfer firms should prepare for the new rules
Approx.30min

In Focus: Preparing for the year ahead

What does 2024 have in store for mortgage advisers?

  • Explain how the current economic environment affects the property market
  • Describe where demand for properties may come from this year
  • Identify what brokers should do to prepare for 2024
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

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

In Focus: Beyond advice

How social responsibility can be a key part of business strategy

  • Explain where financial services is lacking in social responsibility
  • Describe the consequences of companies failing on social impact
  • Identify how financial services can improve their social impact
Approx.30min

In Focus: Managing the cost of living

Everything you need to know about the Autumn Statement

  • Summarise the main measures contained in the Autumn Statement
  • Describe how measures affect advisers and clients
  • List potential changes to investments
Approx.30min

In Focus: Managing the cost of living

How technology can help deliver advice in a cost of living crisis

  • Identify current issues around financial literacy
  • Communicate how advice and guidance can make a difference
  • Explain how technology can help financial institutions serve new clients
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

In Focus: Green capital

Avoiding the ESG compliance trap

  • Identify the existing rules around ESG advice
  • Explain what not to do when it comes to ESG advice
  • Communicate how incoming FCA rules could help advisers with ESG advice
Approx.30min
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