Financial adviser confirmation

This area of our website is designed for financial advisers and other financial professionals only.

If you’re a customer or employer please select Homepage below and choose the relevant area of the website.  We’ll only ask you to do this once on each device you access our website on.

A happy man is using his phone while having a coffee at an outside table of a cafe

Your CPD

We can help you meet your structured CPD goals. Watch webinars from investment updates to the latest thinking around financial wellbeing, complete the questions and collect your CPD certificate. You need to complete a minimum 35 hours of CPD for retail investment activities each year, of which at least 21 hours must be structured.

Latest

Male adviser outdoors reading news paper
  • Article
  • 60 min cpd
Abolition of the lifetime allowance
Mature woman in a wetsuit playfully walking her dog on the beach at low tide
  • Video
  • 45 min cpd
Preparing your clients for a 100 year life webinar
happy man in a denim jacket enjoys coffee while walking through the city
  • Video
  • 40 min cpd
Q2 market outlook webinar: Navigating choppy waters
Young African-American businessman using a smart phone on the street. He is holding coffee to go and checking smart phone
  • Video
  • 30 min cpd
Consumer duty – the latest developments and looking ahead

Featured

two men having an informal meeting in comfortable office chairs in a modern setting
  • Webinar
  • 45 min watch
Q3 Market outlook webinar
man-and-woman-laptop-smiling.jpg
  • Video
  • 32 min watch
Adviser attitudes report 2024 cpd webinar
mature woman is smiling while looking at her tablet outside a cafe with a plant behind her
  • Video
  • 50 min cpd
The five pillars of trust: strategies to build successful client relationships

More latest

  • Video
  • 60 min cpd
Client referrals: strategies to grow your business

Client referrals can be a major source of growth to your business, but with several barriers and bottlenecks, is it as easy as it seems?

  • Video
  • 30 min cpd
Steadying the ship: guiding clients to long-term goals amid market volatility

Market volatility can be a nerve-wracking experience, not just for investors but also for financial advisers managing their concerns. This session applies insights from behavioural economics and psychology to understand the mental dynamics at play during market volatility. We offer practical techniques to help you to shift clients' focus away from short-term market fluctuations and toward their long-term goals.

  • Video
  • 60 min cpd
Uncovering the advice industry’s response to Consumer Duty

Watch our webinar to hear a summary of all the findings and insight from Steven Cameron, Aegon's Pensions Director, NextWealth's Heather Hopkins, and David Kerr, Aegon's Platform Consultancy Director.

  • Video
  • 45 min cpd
Evolution or revolution - why financial wellbeing?

In our video series, Aegon’s Centre for Behavioural Research’s Insight Manager, Dr. Thomas Mathar, explores the factors that influence financial wellbeing and discusses the benefits of becoming a Wellbeing Maximiser.

Latest

Male adviser outdoors reading news paper
  • Article
  • 60 min cpd
Abolition of the lifetime allowance

Featured