CPD

Wrap and Platform news for Financial Advisers and Paraplanners - Nucleus: Illuminate learn – your online learning portal

Illuminate learn was launched as part of our illuminate hub in 2016. We partnered with Redmill Advance to launch an online learning portal. The portal allows people to choose from a range of courses, from personal development or studying for diploma or chartered level exams. The content is created by real world practitioners and is designed to suit the busy lives of our adviser community. The courses are regularly updated, competitively priced and CPD accredited. Each course is broken down into manageable chunks allowing for complete flexibility and making the learning process much more efficient. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors sustainable income & growth fund webinar – earn CPD points

As interest rates remain close to rock-bottom levels and retirement journeys become ever-more complex, the need for reliable income solutions has never been greater. In this environment, bottom-up security selection provides an alternative approach to conventional multi-asset income portfolios. more...

Investment news for Financial Advisers and Paraplanners - You are invited to the Invesco 2019 Investment Intelligence Seminars - 80 mins structured CPD

Register now for Round 3 of the Invesco 2019 Investment Intelligence Seminars, running from September to December with over 70 venues and dates to chose from. These are amongst the most popular events in the market - spaces go fast, so make sure you sign up! more...

Savings webinar for Financial Advisers and Paraplanners - Prudential: Handling income and investments with care webinar

Register to join one of Prudential’s webinar sessions on Wednesday 18 September,to help you identify new opportunities with your clients. more...

Webinar for Financial Advisers and Paraplanners - Aviva: Register today for our property webinar

Gain 30 minutes CPD at our upcoming property webinar. Join me as I take you through an overview of the current property market, let you know about the equity release trends we're seeing and hear about the common queries we receive. more...

Learning & Development for Financial Advisers & Paraplanners - FundsNetwork: Top pension topics for your CII exam revision

With the CII exams getting closer, you may find FundsNetwork's library of over 40 videos valuable for your final preparation. more...

Partner Webinar for Financial advisers and Paraplanners - Register to join one of Prudential’s webinar sessions on Monday 2 September

This webinar will look at recent performance and Expected Growth Rates (EGRs) on the PruFund range of funds from Prudential. M&GPrudential Treasury and Investment Office (T&IO) will also provide updates on the market and current portfolio positioning for PruFund.   more...

Partner Event for Financial Advisers and Paraplanners - Defaqto: October Roadshow program: Drawdown, slowbalisation and sustainable investing

Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis Investments, Royal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions. more...

Retirement news for Financial Advisers & Paraplanners - Prudential: 55%, 25% or 0%: How much should you pay when it comes to LTA?

Register to join one of Prudential’s webinar sessions on Thursday 15 August, to help you identify new opportunities with your clients. Presented by Jacqueline Clezy – Technical Manager. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential CPD compilation – Discretionary Trust Taxation

It's simple to explain to a client when there's no Inheritance Tax (IHT) to pay at outset on a lifetime gift. But can you explain to a client what the ongoing IHT implications are of using a discretionary trust? The relevant property regime is complex and if you don't understand it, you could inadvertently cause a tax charge, or miss an opportunity to avoid one. more...

Partner Webcast for advisers and Paraplanners - Aegon: Living and dying with the lifetime allowance webinar. Earn CPD time

Join Aegon's webinar on Tuesday 23 July to hear Martin Haggart, Aegon's Technical Pensions Manager, and Elaine Cruickshank, Aegon's Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance more...

Pension news for Financial Advisers and Paraplanners - Defaqto: Professionals’ guide to drawdown 2019/20

Pension freedoms has brought drawdown to the masses, and moved existing pension savings from a source of income in retirement to a financial planning vehicle. more...

Learning & Development for Financial Advisers and Paraplanners - Wizard Learning: Study modules for the AF exams

You can see from the pass rates above that you need to be well prepared in pass the exams. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Prudential CPD compilation – Bond Taxation

Whether you're recommending an investment bond for your client, or advising them to encash one, it's important to understand how bond gains are taxed. more...

Tax, trusts and ISA News for Financial Advisers and Paraplanners - Prudential Bonds & OEICs taxation quiz

Register to join one of Prudential’s webinar sessions on Thursday 20 June, to help you identify new opportunities with your clients. Hosted by Graeme Robb – Senior Technical Manager. more...

Partner Webcast for Financial Advisers and Paraplanners - Prudential Quarterly market & PruFolio update - register to earn structured CPD

Register to join one of Prudential’s webinar sessions on Monday 3 June, to help you identify new opportunities with your clients. more...

Investment News for Financial Advisers & Paraplanners - Defaqto: The benefits to advisers and their clients of using risk bound fund families (30 minutes)

In recent years, with the market volatility we have seen, there has been a shift in investors’ primary focus from being on return, to being on risk. This document will take a closer look at the multi-asset funds universe and, in particular, risk bound funds. more...

Protection Seminar for Financial Advisers & Paraplanners - Old Mutual Wealth: Supporting your clients when they need you the most

Join us at our 2019 protection seminar where our experts will be exploring the needs of vulnerable customers throughout the advice journey. more...

Investment Webinar for Financial Advisers & Paraplanners - Aviva: CPD Webinar: The psychology of long-term investing

If you missed the chance to come along to one of our recent roadshow events, then we're offering you the chance to attend online. more...

Learning & development for Financial Advisers - Wizard Learning special focus on learning features

There are five online courses in our Learning to Learn package which will assist with your studies more...

Pension news for Financial Advisers and Paraplanners - Prudential CPD Compilation – Lifetime Allowance

A top reason advisers use Prudential’s website is to find information about Lifetime Allowance (LTA). Although the LTA has increased to £1,055,000 from 6 April 2019, many members have pension funds above this level and could be subject to LTA excess tax charges. Here's a quick reminder on LTA while earning structured CPD. more...

Learning & Development news for Financial Advisers & Paraplanners - Wizard Learning: April news: AF exams and downloads for R06 and AF5

This update covers: 1. The expected solutions for the AF5 and R06 October exams are now available 2. Know what is required for the AF exams more...

Protection event for Financial Advisers & Paraplanners - Old Mutual Wealth: Seminar invite: supporting your clients when they need you most

In the 3.5 hour seminar we will discuss the increasing FCA focus on ‘vulnerable customers’, including who might become vulnerable and what you can do to support your clients throughout their financial planning journey. more...

CPD update for Financial advisers and Paraplanners - Royal London: We’ve launched our Pension CPD hub

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. more...

Retirement events for Financial Advisers & Paraplanners - Legal and General: Helping intermediaries pass with flying colours

Legal & General Home Finance are helping mortgage intermediaries through their Chartered Insurance Institute Equity Release qualification with free one-day revision workshops across the UK. more...

Retirement Roadshow for Financial Advisers and Paraplanner - Defaqto: Let’s talk PROD, sustainable investing and diversifying sources of income in retirement

Join Defaqto’s Retirement income roadshow in May in Airth Castle Stirling, Tracy Park Bristol, Mere Court Knutsford, Marriott Arden Solihull, or Tankersley Manor Barnsley. Each event is accredited by the CII for up to 2 hours and 40 minutes of structured continuing professional development. more...

Protection news from Financial Advisers & Paraplanners - Royal London: Protection CPD hub - A guide to wills, trusts and guardianship

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. Here you’ll find protection research, webinars and guides - all divided into bite sized chunks, so it’s easy to build up those valuable CPD hours. One of the modules you might be interested in is our guide to wills, trusts and guardianship. more...

Tax & Trust webinar for Financial Advisers & Paraplanners - Aegon: Demystifying trust and IHT planning webinar – earn 40 minutes CPD time

Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities. During the webinar Elaine covers: more...

Protection news for Financial Advisers and Paraplanners - Royal London: Protection CPD hub - The importance of business protection

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. more...

Tax news for Financial Advisers & Paraplanners - Aegon: We can help with tax year end planning

5 April is fast approaching, visit our tax year end zone to find all the resources you need to maximise the opportunities. You can also watch our webinar where our technical experts Elaine Cruickshank and Martin Haggart talk about the different financial planning opportunities at tax year end. If you view the webinar you can qualify for 45 minutes of unstructured CPD time, subject to verification. more...

Investment webcast for Financial Advisers & Paraplanners - Aviva Investors Multi-asset Webinar – Beware the Ides of March

Stocks just had their best January in three decades, on the heels of the worst December since 1931. However, should investors now be bracing themselves for a politically turbulent March, given the looming US-China trade talks and Brexit deadline? Or, with the Federal Reserve on pause, should they remain focused on the potential opportunities ahead? more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: Inheritance Tax webinar– overview, update, planning & trusts

Register to join one of Prudential’s webinar sessions on Thursday 21 February to help you identify new opportunities with your clients. more...

Learning & Development update for Financial Advisers & Paraplanners - Wizard Learning: January news - study presentations; R06; CPD

1. Study presentations 2. R06 January 2019 Expected Solution 3. Top 5 reasons for using our accredited CPD system more...

Pensions webcast for Financial Advisers and Paraplanners - Prudential: Defined Benefit transfers – meeting client objectives and regulatory requirements

Register to join one of Prudential’s webinar sessions on Thursday 18 October to listen to industry specialists discuss different aspects of Defined Benefit (DB) transfers. more...

Learning & Development for Financial Advisers and Paraplanners - FundsNetwork: Top pension topics for your CII exam revision

With the CII exams getting closer, you may find FundsNetwork's library of over 40 videos valuable for your final preparation. T more...

Business development event for Financial Advisers and Paraplanners - Kinder Institute: NAPFA and ACP Pre-Conference 2-Day Seven Stages of Money Maturity Workshops

A two-day workshop that will help you improve your ability to inspire clients to action toward their goals and establish broader and deeper relationships with your clients, making them clients for life. more...

Education update for Financial advisers to Financial Advisers - Wizard Learning: FCA and CII announce exam to reassess level 4 diploma qualification

Following the FCA and CII's announcement, we have received many enquiries about whether Wizard Learning will be offering training material and assessments to help to prepare for this new CII exam – a 100 question test spread across units R01 to R05 intended to reassesses a retail investment adviser's level 4 diploma knowledge. more...

Investment news for Financial Advisers and Paraplanners - Have you registered for M&G’s Meet the Managers Roadshow?

Don’t miss your chance to register for the M&G Meet the Managers 2018 Roadshow, a series of seminars specifically designed for our UK clients. Join M&G’s top fund managers as they discuss the economic backdrop and markets, and where they see challenges and opportunities for investors today. more...

Learning & Development for Financial Advisers and Paraplanners - Wizard Learning: July news incl study presentations, protection CPD, AF study packages

This update covers: 1. Popular study presentations 2. Common question asked about protection CPD 3. Study packages for the AF1 to AF4 exams more...

Retirement news for Financial Advisers and Paraplanners - Key Partnerships: Equity Release Case Studies Webinar

Register now for our brand new 'Equity Release Case Studies' Webinar which will take place on Wednesday 20th June 2-3pm. more...

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