Industry news and views from Panacea and our partners.
CPD_
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
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.
Royal London: Protection Webinar Discover tools to make selling protection easier
Protection Webinar Discover tools to make selling protection easier
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.
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
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 theyve decided to run a webinar that covers the key points discussed, so those who didnt make it don't miss out.
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.
Royal London: What's next for workplace pensions?
Watch Akademias new video where Jamie Clark of Royal London discusses the opportunities the workplace pensions market represents and what can happen when things go wrong.
Royal London: Investment webinar - Multi asset investing and the Governed Range
Sign up to hear our latest market views.... the clock is ticking
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
Prudentials Oracle Live webexes deliver over 30hrs structured CPD
Its not too late to top up your own CPD or get a flavour of what to expect in 2018. Take a look here.
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
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
The Joint Investment Forum
We noticed you havent registered for the Joint Investment Forum in January 2018. We will be joined by a panel of the UKs leading fund managers who will be on hand to share their investment ideas for the year ahead and to answer your questions. Click here to guarantee your placeat the Joint Investment Forum 2018, which is CII accreditted and will contributetowards your structured CPD hours for the year.
Quarterly market and political update from Prudential
Prudential are running a webex on 1 September 2017, to help you identify new financial opportunities with your clients.
The Utmost Technical Academies are hitting the road again
Following the successful schedule of academies earlier this year, the forthcoming series will focus on the financial planning opportunities created by trusts and tax wrapper selection.
Wizard Learning: Study presentation, business tools, AF5 and R06 solutions
This update covers: 1. Study presentation - Easy ways to improve your memory 2. R06 and AF5 expected solution packages 3. Customer feedback
Brooks Macdonald: Multi-asset CPD webcast
In the second of our quarterly multi-asset webcasts, Stefan Isaacs and Will Lough, analysts at M&G and River & Mercantile respectively, discuss the global trend of reflation and consider how investors can mitigate the impact of higher inflation on their long-term savings.
Wizard Learning: News on: R06, AF5, study presentation, significant management regime
In this news update we cover: 1. Be Motivated to Study presentation 2. R06 and AF5 expected solution packages 3. What you need to know about the new regime for significant management 4. Training Directory
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
New CPD content from Prudential supports adviser development
Prudential has enhanced its CPD support for advisers with the accreditation of some of its PruConsulting business guides.
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.
Architas World Market Review roadshows across the UK
Continuing on from 2016, uncertainty is likely to be the key theme for 2017. Brexit negotiations and implications, further political uncertainty in Europe, what's next for the US and rising inflation are all on the agenda.
Aviva: Could corporate investments in collectives work for your business clients?
In our latest Financial Planning Bulletin, we look at corporate investments in collectives as a way of making cash work harder for your business clients.
Corporate investment boxset now on Prudentials Knowledge TV
Brand new to Prudentials Knowledge TV is a seven-part CPD-accredited Corporate Investment boxset.
Brooks Macdonald Partnering effectively with DFMs
We are delighted to host our first videos on Akademias 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.
Brooks Macdonald Discretionary investment management in practice
We are delighted to host our first videos on Akademias 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.
You are invited to the VitalityLife Launch 2017
Time is running out to secure your place. Register now via the link below to attend one of these exclusive events: London - Wednesday 25th January Manchester - Thursday 26th January Leeds - Friday 27th January Glasgow - Monday 30th January Birmingham - Tuesday 31st January Southampton - Wednesday 1st February Newport - Thursday 2nd February Belfast - Tuesday 7th February
Fidelity: The search for value as the FTSE 100 hits new heights
With the FSTE 100 this week hitting a record high as the current market rally continues what does this mean for value investors?
Wizard Learning: News incl maintaining CPD and furnished holiday let alternative
This update covers: 1. Maintaining your Personal Taxation knowledge through CPD 2. Learning to Learn 3. Furnished holiday let alternative?
Prudential: Dont bother to definitely consider
Examine why advisers should be talking to their clients about DB to DC transfers.
The Power of 3 Roadshow
Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2016 Power of 3 Autumn Roadshow. Running between 8th and 24th November, gain insights from investment specialists on the UK, property and absolute return topics for your clients. Each event runs for 2 hours and 15 minutes and will include an informal lunch, breakfast or afternoon tea during the first 30 minutes of registration. The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*.
Prudential: Developing professional relationships WebEx event 28 September 2016
Prudential are running a WebEx day aimed at helping you develop your professional relationships.
Kinder Institute: EVOKE® 5-Day Life Planning Training
Don't miss the 5-Day EVOKE® Life Planning Course Applying EVOKE® Life Planning Methodology to Client Engagements. George Kinder developed the Kinder Institutes revolutionary approach to client communications -- this is your chance to learn new skills and raise your technique to the next level.
Prudential Supporting your professional development
Do you want to have more effective conversations with your clients at the same time as developing professionally?
Prudential: Supporting your professional development
Do you want to have more effective conversations with your clients at the same time as developing professionally?
Prudential: Retirement Solutions - assisted by technology
Prudential & O&M have combined forces to deliver 37 seminars which will show how technology can aid, improve and make the suitability process more consistent.
NMBA: Business Evolution Forums
second round of Business Evolution Forums are now available to book on!
Prudential: Knowledge TV are you tuning in?
Knowledge TV is Prudentials on-demand library of videos containing industry updates, technical expertise and insight, and information about our funds, tools and services.
Prudential: 70 hours structured CPD and counting
Take a look at this infographic that demonstrates all the activity Prudential have provided to help you develop your business and it only covers the last 6 months!