Earn CPD Points

  • CPD: The retirement spending plan

    Retirement is often seen as a time of relaxation, freedom and the opportunity to enjoy the fruits of a lifetime of hard work. However, without careful planning, the financial aspects [...]

  • CPD: Asian equities – from headwinds to tailwinds

    As developed markets – notably the US – achieve new highs, Asian equities have been out of favour with investors. However, headwinds that have muted growth across Asia (ex-Japan)[1] are [...]

  • CPD: The benefits of investing in Listed Private Equity

    Private equity (PE) refers to the ownership or interest in a corporate entity that is typically not publicly listed or traded. PE managers usually raise capital from high-net-worth individuals or [...]

Ethics CPD

  • CPD: Ethics and referrals

    Most financial advice practices have referral partners they send business to or receive business from. You may also use a number of third party outsource providers for non-client facing elements [...]

  • CPD: When your client lacks ethics

    Ethics is at the core of what most advisers do, day in and day out. However, consider the circumstances where a financial adviser is instructed by a client, but cannot [...]

Regulatory Compliance CPD