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. Inflation-Adaptive Investing
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
B. 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
C. Portfolio Investing
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Focus on Portfolio Construction
1. Building multi-asset portfolios
2. Multi-asset funds vs MPS
3. Rethinking the 60/40 portfolio
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
Focus on Income Diversification
1. The Quest for Yield
2. Dividend concentration risk
3. Diversifying income risk
Focus on Equity Implementation
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?
Focus on Equity Income
Focus on Dividend Quality
Focus on Product Governance
Product Governance for Financial Advisers
ETF Due Diligence
Index Fund Due Diligence
Liquidity risk management
Whitelabel platforms and insourced CIRPs
Focus on ESG
Incorporating ESG into model portfolios
The path to net zero: climate risk and your portfolio
D. 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
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
B. 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
C. Portfolio Investing
CISI-accredited CPD Webinars (1h CPD each, 1.5h with test)
Focus on Portfolio Construction
1. Building multi-asset portfolios
2. Multi-asset funds vs MPS
3. Rethinking the 60/40 portfolio
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
Focus on Income Diversification
1. The Quest for Yield
2. Dividend concentration risk
3. Diversifying income risk
Focus on Equity Implementation
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?
Focus on Equity Income
Focus on Dividend Quality
Focus on Product Governance
Product Governance for Financial Advisers
ETF Due Diligence
Index Fund Due Diligence
Liquidity risk management
Whitelabel platforms and insourced CIRPs
Focus on ESG
Incorporating ESG into model portfolios
The path to net zero: climate risk and your portfolio
D. 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.