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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

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  • 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
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  • Video
  • 60 min cpd
Client referrals: strategies to grow your business
pensive woman on a grey sofa looking at her laptop and paperwork
  • Video
  • 45 min cpd
Regulatory change – latest proposals from Government and regulators

Featured

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
  • 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
  • 40 min cpd
From performance to purpose: becoming a Wellbeing Maximiser

In this session, we reveal that advisers focused on holistic financial wellbeing, not just performance, are more likely to earn client referrals, achieve higher profit margins, and express optimism about their business future. Explore the skills you can adopt to become a Wellbeing Maximiser and how to apply them for increased success.

  • 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
  • 60 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

happy man in a denim jacket enjoys coffee while walking through the city
  • Video
  • 40 min cpd
Q2 market outlook webinar: Navigating choppy waters

Featured