Continuous Professional Development
About our CPD
We aim to provide high quality and insightful accredited structured and unstructured CPD for investment professionals and financial advisers.
Our CPD has been produced directly or for third parties and is where applicable accredited as indicated by a professional body.
To ensure we are delivering content that you will find most helpful, please take a moment to complete this anonymous questionnaire below.
#InvestInYou
We aim to provide high quality and insightful accredited structured and unstructured CPD for investment professionals and financial advisers.
Our CPD has been produced directly or for third parties and is where applicable accredited as indicated by a professional body.
To ensure we are delivering content that you will find most helpful, please take a moment to complete this anonymous questionnaire below.
#InvestInYou
Topic Areas
A. Building a multi-asset portfolio
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Differentiated global Equities
2. Bond portfolio management
Link to the test
3. Diversifying Alternatives
Link to the test
Articles for FT Adviser
1. Equities: How to differentiate your global equity exposure
2. Bonds: All eyes on the pivot
3. Alternatives: Diversifying alternative - more than a name
B. Managing a multi-asset portfolio
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Adaptive Portfolio Management
Link to the test
Articles for FT Adviser
1. How much should a portfolio adapt over time
C. Retirement Investing
PFS-accredited CPD Articles for FT Adviser (30mins CPD each)
1. How to help clients invest for accumulation and decumulation
2. Building a decumulation strategy for clients
3. Getting the withdrawal profile right for clients in decumulation
4. What the FCA's rules on investment pathways mean for clients
5. How to engage with clients on a retirement pathway
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Retirement Investing
2. Retirement Pathways: a new standard
3. Retirement Pathways: a governance perspective
4. Assessing Suitability in Retirement
5. “Flex first, fix later”, exploring the future of retirement income with Steve Webb
6. FCA Thematic Review of Retirement Income Advice: Impact on your CRP
D. Investing in inflationary times
PFS-accredited CPD Articles for FT Adviser (30mins CPD each)
1. Equities: Investment vs inflation risk: the importance of staying invested
2. Bonds: Understanding Bonds in an inflationary environment
3. Alternatives: Alternatives necessary to truly diversifty and protect against inflation
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Macro Factors: Focus on Inflation
2. Adapting Portfolios for Inflation
3. Alternatives to Bonds in a Portfolio
E. Portfolio Investing
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Focus on Portfolio Construction
1. Building multi-asset portfolios
Link to the test
2. Multi-asset funds vs MPS
3. Rethinking the 60/40 portfolio
F. Focus on Alternatives
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Focus on Alternative Assets
1. Real assets for diversification
2. Introduction to private markets
3. Gold & precious metals: the age-old diversifiers
Focus on Alternative Strategies
1. Risk-weighted diversification
2. Comparing Absolute Return Funds
G. Focus on Income
Focus on Income Diversification
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. The Quest for Yield
2. Dividend concentration risk
3. Diversifying income risk
4. Focus on Dividend Quality
H. Focus on equity investing
Focus on Equity Implementation
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Investing with ETFs
2. The curious power of equal-weight
3. Introduction to factor-based investing
4. Is active management a zero-sum game?
I. Focus on product governance
Focus on Product Governance
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Product Governance for Financial Advisers
ETF Due Diligence
Index Fund Due Diligence
Liquidity risk management
Whitelabel platforms and insourced CIRPs
J. Focus on Consumer Duty
Focus on Consumer Duty
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Consumer Duty: What Advisers need to do
Articles
Consumer Duty: What it means for advisers
Consumer Duty: What it means for providers
Consumer Duty: an upgrade, not a sea-change
K. Focus on ESG
Focus on ESG
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Incorporating ESG into model portfolios
The path to net zero: climate risk and your portfolio
L. Target Date Funds
PFS-accredited CPD Articles for FT Adviser (30mins CPD each)
Guide to using Target Date Funds
1. A possible alternative to lifestyling
2.Why TDFs are a different way of preparing for retirement
3. Why they are good for the disengaged investor
4. How the structure of target date funds helps performance
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Differentiated global Equities
2. Bond portfolio management
Link to the test
3. Diversifying Alternatives
Link to the test
Articles for FT Adviser
1. Equities: How to differentiate your global equity exposure
2. Bonds: All eyes on the pivot
3. Alternatives: Diversifying alternative - more than a name
B. Managing a multi-asset portfolio
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Adaptive Portfolio Management
Link to the test
Articles for FT Adviser
1. How much should a portfolio adapt over time
C. Retirement Investing
PFS-accredited CPD Articles for FT Adviser (30mins CPD each)
1. How to help clients invest for accumulation and decumulation
2. Building a decumulation strategy for clients
3. Getting the withdrawal profile right for clients in decumulation
4. What the FCA's rules on investment pathways mean for clients
5. How to engage with clients on a retirement pathway
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Retirement Investing
2. Retirement Pathways: a new standard
3. Retirement Pathways: a governance perspective
4. Assessing Suitability in Retirement
5. “Flex first, fix later”, exploring the future of retirement income with Steve Webb
6. FCA Thematic Review of Retirement Income Advice: Impact on your CRP
D. Investing in inflationary times
PFS-accredited CPD Articles for FT Adviser (30mins CPD each)
1. Equities: Investment vs inflation risk: the importance of staying invested
2. Bonds: Understanding Bonds in an inflationary environment
3. Alternatives: Alternatives necessary to truly diversifty and protect against inflation
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Macro Factors: Focus on Inflation
2. Adapting Portfolios for Inflation
3. Alternatives to Bonds in a Portfolio
E. Portfolio Investing
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Focus on Portfolio Construction
1. Building multi-asset portfolios
Link to the test
2. Multi-asset funds vs MPS
3. Rethinking the 60/40 portfolio
F. Focus on Alternatives
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Focus on Alternative Assets
1. Real assets for diversification
2. Introduction to private markets
3. Gold & precious metals: the age-old diversifiers
Focus on Alternative Strategies
1. Risk-weighted diversification
2. Comparing Absolute Return Funds
G. Focus on Income
Focus on Income Diversification
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. The Quest for Yield
2. Dividend concentration risk
3. Diversifying income risk
4. Focus on Dividend Quality
H. Focus on equity investing
Focus on Equity Implementation
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Investing with ETFs
2. The curious power of equal-weight
3. Introduction to factor-based investing
4. Is active management a zero-sum game?
I. Focus on product governance
Focus on Product Governance
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Product Governance for Financial Advisers
ETF Due Diligence
Index Fund Due Diligence
Liquidity risk management
Whitelabel platforms and insourced CIRPs
J. Focus on Consumer Duty
Focus on Consumer Duty
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Consumer Duty: What Advisers need to do
Articles
Consumer Duty: What it means for advisers
Consumer Duty: What it means for providers
Consumer Duty: an upgrade, not a sea-change
K. Focus on ESG
Focus on ESG
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Incorporating ESG into model portfolios
The path to net zero: climate risk and your portfolio
L. Target Date Funds
PFS-accredited CPD Articles for FT Adviser (30mins CPD each)
Guide to using Target Date Funds
1. A possible alternative to lifestyling
2.Why TDFs are a different way of preparing for retirement
3. Why they are good for the disengaged investor
4. How the structure of target date funds helps performance
Join our CPD Webinars
Join one of our upcoming CPD webinars on investment- and practice-related topics.
Join one of our upcoming CPD webinars on investment- and practice-related topics.