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
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
B. 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
C. Portfolio Investing
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Investing with ETFs
2. Incorporating ESG into model portfolios
3. Diversifying income risk
4. Real assets for diversification
5. Building multi-asset portfolios
6. Risk-weighted diversification
7. Dividend concentration risk
8. Introduction to factor-based investing
9. Multi-asset funds vs MPS
10. Macro Factors: Focus on Inflation
11. Preparing for Negative Rates
12. Rethinking the 60/40 portfolio
13. The Quest for Yield
14. The curious power of equal-weight
15. Whitelabel platforms and insourced CIRPs
16. ETF Due Diligence
17. Index Fund Due Diligence
18. Focus on Dividend Quality
19. Is active management a zero-sum game?
20. Introduction to private markets
21. Gold & precious metals: the age-old diversifiers
22. The path to net zero: climate risk and your portfolio
23. Liquidity risk management
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
B. 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
C. Portfolio Investing
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
1. Investing with ETFs
2. Incorporating ESG into model portfolios
3. Diversifying income risk
4. Real assets for diversification
5. Building multi-asset portfolios
6. Risk-weighted diversification
7. Dividend concentration risk
8. Introduction to factor-based investing
9. Multi-asset funds vs MPS
10. Macro Factors: Focus on Inflation
11. Preparing for Negative Rates
12. Rethinking the 60/40 portfolio
13. The Quest for Yield
14. The curious power of equal-weight
15. Whitelabel platforms and insourced CIRPs
16. ETF Due Diligence
17. Index Fund Due Diligence
18. Focus on Dividend Quality
19. Is active management a zero-sum game?
20. Introduction to private markets
21. Gold & precious metals: the age-old diversifiers
22. The path to net zero: climate risk and your portfolio
23. Liquidity risk management