Earn CPD Points

  • CPD: The Fragmentation Era

    In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]

  • CPD: Retirement income strategy choices

    There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]

  • CPD: Ethics and the advice practice

    When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice.  This article, proudly sponsored by [...]

Ethics CPD

  • CPD: Ethics and the advice practice

    When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice.  This article, proudly sponsored by [...]

  • CPD: Is your approach to client risk profiling putting you at risk?

    Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]

Regulatory Compliance CPD