2nd February 2022

Fidelity Adviser Solutions: CII AF1 exams are fast approaching

For those of you - and colleagues - taking the AF1 exam next month, why not check Fidelity’s video training resources with industry expert Sue Cox. The series includes six personal tax and trust planning videos relating to income tax calculation, Capital Gains tax (private residence relief, chattels and losses), pension and gifting contributions as well as a popular video on exam techniques.

They also have a series with industry expert Neil Dickey of 46 short retirement and pension training videos, totalling over five hours of learning.

Watch now

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Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

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