CPD Library

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...

Tax, trust and Isa news for Financial Advisers and Paraplanners - Prudential: A Taxing Bond quiz

Register for Prudential’s interactive quiz and gain 1 hour structured CPD. more...

Pension news for Financial Adviser and Paraplanners - Aviva: Pensions v buy to let – what do your clients need to know?

In our latest Financial Planning Bulletin, we look at pensions and buy to let investments and compare: • tax treatment • investment risks, and • access rules more...

Investment webcast for Financial Advisers and Paraplanners - Brooks Macdonald Multi-asset CPD webcast - Risks and opportunities amid political uncertainty: focus on Europe

We have recorded a video webinar on the risks and opportunities amid political uncertainty which has our Head of Multi-Assets, Jonathan Webster-Smith and David Page, Senior Economist at AXA Investment Managers. more...

CPD content for advisers - Brooks Macdonald Partnering effectively with DFMs

We are delighted to host our first videos on Akademia’s recently launched DFM channel. Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements. more...

CPD for advisers and paraplanners - Brooks Macdonald Discretionary investment management in practice

We are delighted to host our first videos on Akademia’s recently launched DFM channel. Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements. more...

Knowledge TV: Introduction to bonds box set

This box set has been designed to give you an introduction to bonds. more...

Knowledge TV: Trusts and Trustee taxation box set

Definition and classification of trusts. more...

Pension and Retirement Event for Financial Advisers and Paraplanne - Former Skandia CEO Peter Mann to host Events-Hub Retirement Special

The UK pensions system has changed radically in recent months and the thinking of everybody involved in retirement planning needs to do likewise. Opportunities and pitfalls abound for savers, advisers and product providers alike – not least with regard to the thorny issue of how best to approach the ‘decumulation’ process of converting pension savings into retirement income. more...

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