Industry news and views from Panacea and our partners.
CPD_
The New Year is traditionally a time when many people reassess their professional roles and decide a change may be worth pursuing. For many people I suspect this involves looking for a new job indeed recent research published by the Institute of Leadership and Management (ILM) revealed that 37% of workers say they are planning to leave their current jobs in 2015, a significant increase on the 19% who answered the same way in 2014 and the 13% in 2013.
Discount on online training and accredited CPD system from Wizard Learning
Online training providers Wizard Learning, provide a wide variety of learning solutions to help financial services professionals pass exams and maintain their CPD.
Wizard Learning: News on R06 expected solution
These new CPD modules have just been added to our accredited CPD System:Focus on treating customers fairly (TCF). Focus on business risk awareness
Prudential: Advising in 2015 Keep Calm and Carry On
With regards to advising in 2015 we think it is important to Keep Calm and Carry On.
New for 2015 LV= offers income protection seminars for advisers
Protection specialist LV= is hosting nine income protection seminars for advisers who want to look at how they can boost their income protection sales, called Wake up to income protection.
Joint Investment Forum: Whats in store for 2015?
Register now for the Joint Investment Forum in January 2015
J.P. Morgan Asset Management: Structured CPD webconference: Quarterly Market Insights update
Start 2015 with Stephanie Flanders, Chief Market Strategist for the UK and Europe, for her Quarterly Market Insights webconference. Wednesday 7 January 2015 at 14:00 GMT
Wizard Learning: Chartered training, R06, new consumer information presentations
Our ability to provide detailed analysis in our R06 expected solution is based on the fact that the CII use a similar assessment method for each exam.
Wizard Learning: Become a Chartered Financial Planner within 2 years
This article covers the requirements for becoming a Chartered Financial Planner and includes a special limited-time discount for advisers taking their Advanced Diploma exams.
Connect with videos, podcasts and webcasts
M&G Connect provides fund updates directly from the fund management floor. Updated on a monthly basis, these timely, short and informative updates aim to keep you connected with M&Gs investment team.
Wizard Learning: Reasons to be apprenticed trainee financial advisers
There is also a range of support services provided by government; the government wants you to take on apprentices.
BNY Mellon: Newton Global Higher Income Webconference Invitiation
Nick Clay, alternate manager of the Newton Global Higher Income Fund will provide an update on the Fund's performance and asset allocation.
Wizard Learning: Summary of recent news including AF5 and R06 solutions now available
In this news summary we cover: 1. AF5 Expected Solution is now available 2. R06 Expected Solution is now available
Wizard Learning: Essential information for the advanced diploma exams
We have created these information pages for those sitting or planning to take their AF advanced diploma exams.
Join J.P. Morgans Stephanie Flanders for her Q4 Market Insights webconference
J.P. Morgan Asset Management invites you to join Stephanie Flanders, Chief Market Strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.
Meet the Managers Roadshow 2014
This structured CII event for both Exeter and Bristol will take place on Wednesday 24th September and will give you access to four of M&Gs leading fund managers who will be giving their views on their asset classes and discussing how they implement these across their funds.
Panacea CPD Library
We are delighted to bring you the latest development to the website, the Panacea Adviser CPD Library.
NMBA Event: Business Evolution Forums are back! Book your FREE place today!
Returning due to excellent Adviser feedback, and commencing on the 14th October at 5 exclusive venues, NMBA are pleased to announce a new series of our highly regarded Business Evolution Forums, available to book now - at our cost.
LV= and Technical Connection webinar: A new era of retirement planning
LV= will be hosting a technical webinar on 23 September at 10am featuring expert pensions analysis from industry commentator Tony Wickenden of Technical Connection.
Standard Life Investment: Webcast: Steve Gazzard - views on the financial services industry & our online CPD solution
Dial in to hear Steve Gazzard, CEO of the Institute of Financial Planning (IFP), give his views on the financial services industry.
NMBA Introducing our new package
As you evolve your own proposition, we are doing the same with our own services to members. Therefore, we are pleased to announce the launch of our new NMBA PLUS package
FCA coming to your region
Regional Conferences are free to members of the Personal Finance Society. They are an opportunity to stay up to date with the developments impacting your profession. You will learn about the latest planning techniques from leading subject specialists and share best practice insights with your peers.
Save the Date - The Power of 3 Roadshow
Join J.P. Morgan Asset Management, Schroders and BlackRock for the 2014 Power of 3 Autumn Roadshow.
Canada Life to continue providing CPD opportunities throughout the summer
Award winning technical experts will present a series of webinar events throughout August on the subjects of estate planning, onshore bonds and fund management.
Standard Life Investment: Learning Gateway
5,000 intermediaries and wealth managers have now formally registered to make use of our free online training system, Learning Gateway.
Canada Lifes July webinar events - CPD opportunity
We are delighted to announce our programme of webinar events for July.
Staying on target
Gary Potter, co-head of the F&C multi-manager team, looks at the features and benefits of risk-targeted funds in a video offering 30 mins structured CPD.
LV= Webinar invitation
We are already seeing clear signs that the changes announced by the Chancellor in March will be bringing greater choice for those retiring, but with that choice comes harder decisions for advisers and their clients.
BNY Mellon: Newton Emerging Income Fund teleconference - an update with Sophia Whitbread
Wednesday, June 11, 2014 10:30, Sophia Whitbread, manager on the Newton Emerging Income Fund will provide an update on the Fund's performance and asset allocation.
Canada Lifes June webinar events - CPD opportunity
We are delighted to announce our programme of webinar events for June. Please see below a brief description of each event and details of how to register. Each webinar will be hosted by a member of our award winning ican Technical Services Team or our E-Business Team.
Fidelity: LivePERSPECTIVES 2014 Birmingham
Five years on from the acute onset of the financial crisis and we are finally seeing signs of a sustained improvement in the global economy.
BNY Mellon: Newton Managed Income Fund Teleconference
Paul Flood, manager on the Newton Managed Income Fund will provide an update on the Fund's performance and asset allocation.
Wizard Learning: A compliance view of our accredited CPD system
Karen Malin FCII Managing Director of TheGIConsultant.com Limited, compliance support provider for financial services advisory firms has provided the following report on Wizard Learning's accredited CPD system
Brooks Macdonald: Professional Adviser Academies
Our annual Brooks Macdonald Adviser Academies are taking place in ten locations throughout the UK during May and June 2014.
Wizard Learning: Identifying and recording your structured CPD, AF5 & R06 expected solutions
We have now created this new presentation to help you with your CPD: