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
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.
Topic Areas
A. Retirement Investing
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
B. Target Date Funds
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
C. Portfolio Investing
1. Investing with ETFs
2. Retirement Investing
3. Incorporating ESG into model portfolios
4. Diversifying income risk
5. Real assets for diversification
6. Building multi-asset portfolios
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
B. Target Date Funds
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
C. Portfolio Investing
1. Investing with ETFs
2. Retirement Investing
3. Incorporating ESG into model portfolios
4. Diversifying income risk
5. Real assets for diversification
6. Building multi-asset portfolios