Learning

This area of the site focusses on assisting you with your continued professional development and any learning needs you may have along with training tips and tactics.

Learning & development articles

09/08/2019 Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?
05/08/2019 Prudential CPD compilation – Discretionary Trust Taxation
18/07/2019 Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time
15/07/2019 Defaqto: Professionals’ guide to drawdown 2019/20
01/07/2019 Wizard Learning: Study modules for the AF exams
12/06/2019 Prudential CPD compilation – Bond Taxation
10/06/2019 Wizard Learning Newsletter
06/06/2019 Prudential Bonds & OEICs taxation quiz
30/05/2019 Prudential Quarterly market & PruFolio update - register to earn structured CPD
28/05/2019 Defaqto: The benefits to advisers and their clients of using risk bound fund families (30 minutes)

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