CPD

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...

Partner webiner for Financial Advisers and Paraplanners - Key Partnerships: Silver Pound - Bank of Mum and Dad Webinar

Register and earn structured CPD Register now for our brand new ‘Silver Pound - Bank of Mum and Dad (BOMAD)'Webinar which will take place on Wednesday 23rd May 2-3pm. This webinar will take a look at the power of the Silver Pound and how the Bank of Mum and Dad is increasingly becoming an integral part of home ownership for many first-time buyers. more...

Learning update for Financial Advisers and Paraplanners - Wizard Learning: April news incl AF5, R06 and CII results

This update covers: 1. The expected solutions for the AF5 and R06 April exams are now available 2. Five key reasons for using our accredited CPD system 3. CII pass rates 4. 2018 Panacea Adviser's Financial Adviser Content Survey 5. New testimonials more...

Pension Webcast for Financial Advisers and Paraplanners - Prudential: Planning Matters – delivering income needs

Prudential are running a webex on 10 April at 9am and 11am. They recently ran a series of seminars across the UK that proved really popular, attracting over 1400 advisers. Feedback was so strong that they’ve decided to run a webinar that covers the key points discussed, so those who didn’t make it don't miss out. more...

Protection news for Financial Advisers and Paraplanners - LV=Fresh ideas on who to target & how to add juice to your IP conversations

Wake up to IP is back for 2018 IP protects against our biggest financial risk: a sudden income shock due to long-term sickness. That's why LV= believe IP is the most important protection product for UK working families. more...

Pensions news for Financial Advisers and Paraplanners - Royal London: What's next for workplace pensions? 

Watch Akademia’s new video where Jamie Clark of Royal London discusses the opportunities the workplace pensions market represents and what can happen when things go wrong. more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning January news update

This update covers: 1. Study presentation - Staying positive during your exam studies 2. R06 January 2018 Expected Solution 3. Why advisers use the Wizard Learning accredited CPD system 4. New testimonials more...

CPD webexes For Financial Advisers & Paraplanners - Prudential’s Oracle Live webexes deliver over 30hrs structured CPD

It’s not too late to top up your own CPD or get a flavour of what to expect in 2018. Take a look here. more...

Investment webinar for Financial Advisers & Paraplanners - Aviva Investors Interactive Webinar: 2018: global economy firing on all cylinders

Join our interactive webinar discussing trends which could impact the global economy through 2018, and earn up to 45 minutes structured CPD more...

Learning and Development for Financial Advisers and Paraplanners - Wizard Learning December news update

This update covers: 1. Expected solution packages for R06 and AF5 - start preparing now 2. Accredited CPD system - maintain your diploma knowledge 3. Study presentation - Less is Best more...

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