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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

senior woman enjoying a winter day on the beach
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.

female colleagues discussing in meeting
Video 30 min cpd

Risk Managed Portfolios five years of resilience in turbulent times

Live webinar recording: Anthony McDonald, Head of Portfolio Management, Daniel Matthews, Senior Investment Manager and Niall Aitken, Head of Investment Strategy celebrate five years of our Risk-Managed portfolios.

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

A human-centric approach to financial advice

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.

Featured

businessman and businesswoman sitting on a park bench working on laptop

The human-centric initial meeting

Webinar 40 min cpd

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.

More latest

Webinar 35 min cpd

The human-centric planning meeting

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 human-centric client review meeting

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 human-centric long-term client review meeting

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.

Webinar 40 min cpd

Q3 Market outlook webinar One big beautiful update

Live webinar recording: Anthony McDonald, Head of Portfolio Management recaps an unsettled first half of the year and discusses the potential implications for investors and markets for the rest of 2025.

Report 45 min cpd

Organic growth for financial advice firms

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.

Article 30 min cpd

Pension contributions

A technical guide to pension contributions

Latest

female colleagues discussing in meeting
Video 30 min cpd

Risk Managed Portfolios five years of resilience in turbulent times

Live webinar recording: Anthony McDonald, Head of Portfolio Management, Daniel Matthews, Senior Investment Manager and Niall Aitken, Head of Investment Strategy celebrate five years of our Risk-Managed portfolios.

colleagues working together sitting in workspace
Webinar 40 min cpd

Q3 Market outlook webinar One big beautiful update

Live webinar recording: Anthony McDonald, Head of Portfolio Management recaps an unsettled first half of the year and discusses the potential implications for investors and markets for the rest of 2025.

woman sitting on a railing over the water in the late afternoon
Video 30 min cpd

Steadying the ship webinar

Dr. Tom Mathar and our head of Portfolio Management, Anthony McDonald, explore the benefits and methods of taking a long-term view through market volatility.

Featured

Latest

Young business people talking together outside of a corporate building.
Webinar 30 min cpd

Building trust

In this webinar, Mauro Renna discusses what helps build trust, and what you can do about it.

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.

professional man with suit is sitting outside and using his latpop with offices in the background
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?

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

senior woman enjoying a winter day on the beach
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.

woman in a beige top is looking at her laptop while seated in a light filled office
Article 30 min cpd

Pension contributions

A technical guide to pension contributions

woman in a navy blazer working at a laptop in a busy modern office
Webinar 60 min cpd

Navigating the latest budget changes

Live webinar recording: discussion and analysis of the Autumn Budget announcement 2024 and its implications.

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

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.

Article 60 min cpd

Abolition of the lifetime allowance

The 6 April 2024 saw the removal of the lifetime allowance from pensions tax legislation. Uncover the changes in our articles, covering topics including the three new allowances, transitional arrangements and the abolition of the lifetime allowance.

Latest

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

A human-centric approach to financial advice

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.

four colleagues at a desk in an office brainstorming together
Webinar 35 min cpd

The human-centric planning meeting

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.

mum and young daughter reading a book and doing school homework sitting on yellow couch at home
Webinar 30 min cpd

The human-centric client review meeting

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.

Featured

businessman and businesswoman sitting on a park bench working on laptop

The human-centric initial meeting

Webinar 40 min cpd

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.

More latest

Webinar 30 min cpd

The human-centric long-term client review meeting

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.