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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

Serious businessman using laptop sitting at cafe, focused guy in suit communicating online, writing emails, distantly working or studying on computer in public place. Young businessman working on restaurant after work or in coffee break
Video 30 min cpd

Q4 Market outlook webinar

Dan Matthews, Head of Portfolio Management, and Dan Douglas-Wright, Investment Manager, examine the forces shaping markets in the coming quarter.

Photo of smiling little boy playing with his father and grandfather in the backyard
Webinar 60 min cpd

IHT: the details that could trip up paraplanners

This Paraplanners' Assembly webinar with Elaine Cruickshank covers nil rate bands, gifting rules, pensions, charitable giving, business relief and key planning opportunities.

woman with dark hair smiling looking away from camera
Video 30 min cpd

Q3 Market Outlook Webinar

Dan Matthews, Head of Portfolio Management, and Dan Douglas-Wright, Investment Manager, examine the forces shaping markets in the coming quarter.

Featured

close up of hands cleaning the plant leaf under the direct light in warehouse

Organic growth for financial advice firms

Report 45 min cpd

We commissioned research from NextWealth about how firms are achieving purposeful, sustainable growth in the financial advice market. The findings in this report set out a practical guide for any financial advice firm to understand and achieve organic growth.

More latest

Webinar 60 min cpd

IHT and pensions: preparing clients for April 2027

This adviser webinar will bring you up to speed on IHT changes with what’s new, what’s still evolving, and the actions you can take to prepare your clients effectively.

Webinar 45 min cpd

Build better advice: how to boost your emotional intelligence

Discover how emotional intelligence can transform client conversations - helping you communicate with impact, and build stronger, trust‑led relationships that drive clearer decisions and better outcomes.

Webinar 45 min cpd

Retirement: more than a maths problem

Dan Haylett, Financial Planner at TFP and Dr. Tom explore the human side of retirement - the psychology and identity shifts clients face - and how to guide a confident transition.

Webinar 45 min cpd

The psychology of financial advice

Unlock the psychology of money to build deeper client trust, elevate your advice and create stronger, bias‑aware relationships.

Webinar 60 min watch

Wrapper choices, changing rules and what they mean for clients

Elaine Cruickshank, Tax and Trusts Manager looks at how recent tax changes are prompting advisers and paraplanners to revisit wrapper choice, and walk through the kind of comparative thinking that helps you work out when a bond might be preferable to a GIA - or when onshore makes more sense than offshore.

Webinar 40 min cpd

Referrals: How to extend the trust and value of your advice

In this webinar, Dr. Tom Mathar Head of Money:Mindshift shares how financial advisers can build trust, listen deeply, set clear expectations, and follow up with intention. Learn how holistic, human‑first advice leads to more natural and meaningful referrals - not transactions.

Latest

Serious businessman using laptop sitting at cafe, focused guy in suit communicating online, writing emails, distantly working or studying on computer in public place. Young businessman working on restaurant after work or in coffee break
Video 30 min cpd

Q4 Market outlook webinar

Dan Matthews, Head of Portfolio Management, and Dan Douglas-Wright, Investment Manager, examine the forces shaping markets in the coming quarter.

woman with dark hair smiling looking away from camera
Video 30 min cpd

Q3 Market Outlook Webinar

Dan Matthews, Head of Portfolio Management, and Dan Douglas-Wright, Investment Manager, examine the forces shaping markets in the coming quarter.

Featured

Latest

Mature carefree couple relaxing on a yacht on a sunny afternoon
Report 30 min cpd

The Second 50: Navigating a multi-stage life

A look into our research into the 100 year life and the changing retirement landscape.

Featured

close up of hands cleaning the plant leaf under the direct light in warehouse

Organic growth for financial advice firms

Report 45 min cpd

We commissioned research from NextWealth about how firms are achieving purposeful, sustainable growth in the financial advice market. The findings in this report set out a practical guide for any financial advice firm to understand and achieve organic growth.

Latest

Photo of smiling little boy playing with his father and grandfather in the backyard
Webinar 60 min cpd

IHT: the details that could trip up paraplanners

This Paraplanners' Assembly webinar with Elaine Cruickshank covers nil rate bands, gifting rules, pensions, charitable giving, business relief and key planning opportunities.

grandmother on a road trip with granddaughter
Webinar 60 min cpd

IHT and pensions: preparing clients for April 2027

This adviser webinar will bring you up to speed on IHT changes with what’s new, what’s still evolving, and the actions you can take to prepare your clients effectively.

Young woman hugging her father with her mother looks on happily
Webinar 60 min watch

Wrapper choices, changing rules and what they mean for clients

Elaine Cruickshank, Tax and Trusts Manager looks at how recent tax changes are prompting advisers and paraplanners to revisit wrapper choice, and walk through the kind of comparative thinking that helps you work out when a bond might be preferable to a GIA - or when onshore makes more sense than offshore.

Featured

close up of a couple sitting on a grey sofa and using a laptop while reviewing their bills

Death benefits

Article 30 min cpd

A technical guide to death benefits.

More latest

Webinar 60 min cpd

Pensions and IHT: advice issues and opportunities

Adviser-facing webinar exploring the advice issues and opportunities arising from pensions and IHT changes.

Article 30 min cpd

Pension contributions

A technical guide to pension contributions

Article 30 min cpd

Pensions and divorce

A technical guide to pensions and divorce

Article 30 min cpd

Taking benefits

A technical guide to taking benefits.

Latest

Thoughtful woman in green trousers drinking tea and sitting on a grey sofa
Webinar 45 min cpd

Build better advice: how to boost your emotional intelligence

Discover how emotional intelligence can transform client conversations - helping you communicate with impact, and build stronger, trust‑led relationships that drive clearer decisions and better outcomes.

woman looking out with optimism before exercise routine in early morning
Webinar 45 min cpd

Retirement: more than a maths problem

Dan Haylett, Financial Planner at TFP and Dr. Tom explore the human side of retirement - the psychology and identity shifts clients face - and how to guide a confident transition.

professional male and female having a relaxed office meeting while drinking coffee and taking notes
Webinar 45 min cpd

The psychology of financial advice

Unlock the psychology of money to build deeper client trust, elevate your advice and create stronger, bias‑aware relationships.

Couple seated on the floor of their home with a packaged suitcase, using a tablet together
Webinar 40 min cpd

Referrals: How to extend the trust and value of your advice

In this webinar, Dr. Tom Mathar Head of Money:Mindshift shares how financial advisers can build trust, listen deeply, set clear expectations, and follow up with intention. Learn how holistic, human‑first advice leads to more natural and meaningful referrals - not transactions.

business people having a casual business meeting in restaurant
Video 40 min cpd

How to create financial advice for real lives

In this session, Dr Thomas Mathar, Head of Money:Mindshift, reflects on what it means to be human centric in your advice approach as opposed to client or product centric and how that translates to your client meetings.

businessman and businesswoman sitting on a park bench working on laptop
Webinar 40 min cpd

The first meeting: How to know your ideal client

Discover how to transform your client conversations with a human-centric approach to financial advice. This session explores the art of building trust, listening deeply, and structuring the perfect initial meeting - moving beyond products and transactions to connect with your clients’ real lives, values, and emotional needs.

Featured

More latest

Webinar 35 min cpd

Planning: How to understand your clients' emotional drivers

In this webinar Dr Tom introduces a human-centric approach to financial planning meetings, focusing on understanding clients’ values, emotions, and life goals - not just their finances. Discover practical ways advisers to build trust, ask meaningful questions, and help clients balance present needs with future aspirations.

Webinar 30 min cpd

The client review: How to build trust from staying curious

Dr Tom explores how moving beyond product‑centric and traditional client‑centric models can transform review meetings into deeper, more meaningful conversations. Discover practical ways to build trust through curiosity, ask more insightful questions, and listen reflectively.

Webinar 30 min cpd

The long-term client: How to deepen your relationship

In this webinar, Dr Tom covers how to make long-term client review meetings more meaningful - by deepening trust, listening actively, and using the hopes and fears approach to connect financial planning with your client’s evolving goals.