CPD

All CPD content

Asset Allocator

The role of alternatives in a diversified portfolio

  • To understand the impact that interest rates have on alternative assets
  • To explain the role liquidity plays in the alternative assets universe
  • To be able to explain the future of fees in the world of alternative assets
Approx.60min

FT Wealth Management

Can investing in British assets work for savers?

  • List what the government means by British assets
  • Explain how companies are investing in UK assets
  • Summarise the pros and cons of UK asset investing
Approx.30min

Asset Allocator

What is the outlook for UK equities?

  • To understand what attempts are being made by the FCA to encourage companies to list on the London Stock Exchange
  • To explain the challenges currently facing the UK small cap market
  • To identify the role that dividends play in the UK stock market
Approx.60min

FT Wealth Management

Impulse buying, inheritance and influence: understanding generational attitudes to wealth

  • To list some of the myths around generational attitudes to money
  • To explain ways to help clients transfer money to children
  • To summarise what sort of conversations need to be had around purpose
Approx.30min

FT Wealth Management

A brighter future: understanding the philanthropic intentions of Gen Z

  • To list ways that young people view philanthropy
  • To explain tax incentives for donations
  • To summarise how philanthropy fits into holistic financial planning
Approx.30min

Asset Allocator

The rise of active ETFs

  • Understand what is driving the growth of active ETFs
  • Identify the reasons for benefits and challenges of including active ETFs in a portfolio
  • Describe how the active ETF market might develop in the coming years
Approx.60min

FT Wealth Management

Anthropology and asset allocation: why demographic trends matter

  • To explain various component parts of the demographic mega trend
  • To list ways in which birthrates and longevity affect investment decisions
  • To summarise how migration and population growth influence longterm strategies
Approx.40min

FT Wealth Management

Friendshoring, nuclear buttons and a space race: what geopolitics is telling investors

  • To summarise the various factors pushing for deglobalisation
  • To be able to explain where there are pockets of growth
  • To list ways in which diversification can help shore up portfolios
Approx.40min

FT Wealth Management

In sickness and in wealth: why more advisers are talking about insurance

  • To explain why protection needs to be considered as part of the conversation
  • To list ways that protection can help augment financial plans
  • To summarise how insurance can help with intergenerational wealth transfers
Approx.30min

Asset Allocator

Global equities: the magnificent seven and beyond

  • Understand the impact of market concentration around the magnificent seven stocks
  • Explain the differences and similarities between the magnicent seven in the US and the granolas in Europe
  • Describe the trends affecting China's position as a big payer of dividends
Approx.60min

Asset Allocator

Special report on fixed income

  • Understand how DFMs have been shifting their fixed income allocations recently
  • Describe the concerns some DFMs have about strategic bond funds
  • Explain why some allocators are moving out of high yield bonds
Approx.60min

FT Wealth Management

How to assess AI's threats and opportunities

  • To summarise some of the risks presented by a misuse of AI
  • To list some of the ways AI can help business
  • To explain how AI might change the way financial services companies work
Approx.30min

FT Wealth Management

Covid-19 and the lessons of true diversification

  • To understand how Covid-19 changed ideas about diversification
  • To list ways to diversify across geography and asset class
  • To be able to explain duration, style and currency diversification
Approx.40min

FT Wealth Management

How regulation is shaping sustainable investing

  • To outline global regulatory changes in sustainability
  • To be able to explain greenwashing and greenwashing measures
  • To summarise key considerations to discuss with clients
Approx.30min

FT Wealth Management

How to pass wealth down generations and across continents

  • To summarise the issues that can arise with inter-continental inheritance.
  • To explain the use of double taxation agreements.
  • To list the ways trustees can help with international and intergenerational wealth succession.
Approx.30min