Learning & Development

The Learning & Development area of the site provides exam assistance, a range of learning support materials and expert opinions to assist with your training and CPD needs all in one place.

Investments

Utmost Wealth Solutions


Browse our library of technical material, designed to help you consider how our offshore bonds can be used when structuring wealth solutions for your clients.


We have also a comprehensive and regularly updated library of our interpretation of regulatory and legislative changes.


Learning & Development

Akademia


Akademia is a video based CPD library, designed to make the achievement of CPD as easy as possible whilst ensuring that viewers gain real business benefit at the same time. All Akademia content is accredited by the CII, IFS and PMI. The system will automatically record viewings and the addition of a reflective statement will allow viewers to consider it as structured CPD. Akademia can be used in conjunction with your usual CPD resources and gives you total convenience and flexibility to learn whenever and wherever you want to. To use the library, simple register for free using your email address at www.myakademia.co.uk


Aviva


Our Financial Adviser Academy aims to offer a comprehensive range of materials to complement your studies and help support your continuing professional development requirements.


Earn CPD hours withour tech centre articles


BlackRock


We are committed to helping advisers enhance the conversations they have with their clients. In this section you will find a comprehensive range of educational insights into investment approaches, market dynamics and industry trends.


FundsNetwork


As the marketplace is constantly changing, our Knowledge Hub can help you stay ahead. Whether it's with implications of legislation, navigating the tax system or guidance on our latest tools or back office services. Knowledge Hub can support you with the challenges and changes that lie ahead.


Invesco Perpetual


A range of investment-related videos and articles designed to update and educate.


James Hay Partnership


Tech Talks are written by our Technical Support Team and cover the latest views and expert insight on pensions, tax and trust legislation


Just


Our technical bulletins are here to help inform intermediaries about key technical challenges, allowing you to improve your knowledge on some of the more complex aspects of our industry.


M&G Investments


M&G’s CPD accredited online portal aimed at providing insightful and educational content to help you run your business.


New Model Business Academy


The New Model Business Academy (NMBA) is a groundbreaking 'not for profit' company dedicated to providing training and development to everyone in, or wanting to join, the Financial Services profession. Whether a small practice owner, an adviser in a large firm, an administrator or thinking about a career in our sector, the NMBA is dedicated to helping individuals achieve their personal and business potential.


Prudential


From our Knowledge centre you can access a host of support to help you meet your professional development needs. This includes our structured CPD accredited Oracle publications, Knowledge TV box sets and Oracle Live WebEx programme.


Royal London


Our technical experts decipher pensions and tax legislation and guidance to support your business


Schroders


Schroders offer a dedicated CPD training resource, accredited by the CII, which can help to deepen your knowledge and understanding of the economic environment, investment markets and investment products.


Scottish Widows


This area contains modules which cover treating customers fairly (TCF) and training and competence (T&C) standards, which will help you ensure that your business is up-to-date and in-line with FCA requirements, as well as enabling you to provide a consistent message within your business.


SRI Services


The purpose of the sriServices site is to equip advisers with the skills to become active in the sustainable, responsible and ethical investment market. See the ‘About SRI’ area for generic training material, our ‘Adviser Support’ area for literature, links, information about how to segment this market - and other adviser tips.


Standard Life Investments


Our Learning Gateway is a portal of wide-ranging educational resources that has been designed to complement your professional body’s gap-fill and ongoing training requirements.


Wizard Learning


Online multimedia learning resource for Certificate, Diploma, Regulated Diploma, Advanced Diploma, CeMAP and CeFA qualifications and for your ongoing CPD needs. With our broad and comprehensive range of courses, learning support products, assessments and carefully researched ‘expected solutions’ you can plan and record your CPD activities.


Offshore bonds

Utmost Wealth Solutions


Browse our library of technical material, designed to help you consider how our offshore bonds can be used when structuring wealth solutions for your clients.


We have also a comprehensive and regularly updated library of our interpretation of regulatory and legislative changes.


Retirement

Utmost Wealth Solutions


Browse our library of technical material, designed to help you consider how our offshore bonds can be used when structuring wealth solutions for your clients.


We have also a comprehensive and regularly updated library of our interpretation of regulatory and legislative changes.


Tax, Trusts & ISAs

Utmost Wealth Solutions


Browse our library of technical material, designed to help you consider how our offshore bonds can be used when structuring wealth solutions for your clients.


We have also a comprehensive and regularly updated library of our interpretation of regulatory and legislative changes.